ABRAMS CAPITAL MANAGEMENT, L.P. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$3.2T
Holdings
21
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LADLITHIA MTRS INC | 2,226,068 | $327.2B | 10.17% | |
| 2 | PCGPG&E CORP | 25,000,000 | $271.8B | 8.44% | |
| 3 | BENFRANKLIN RES INC | 9,717,841 | $252.5B | 7.84% | |
| 4 | —ALLERGAN PLC | 1,238,000 | $236.7B | 7.35% | |
| 5 | TEVATEVA PHARMACEUTICAL INDS LTD | 24,046,356 | $235.7B | 7.32% | |
| 6 | ORLYO REILLY AUTOMOTIVE INC NEW | 519,476 | $227.7B | 7.07% | |
| 7 | WTWWILLIS TOWERS WATSON PUB LTD | 1,094,001 | $220.9B | 6.86% | |
| 8 | AWGASBURY AUTOMOTIVE GROUP INC | 1,902,528 | $212.7B | 6.61% | |
| 9 | UHALAMERCO | 561,258 | $210.9B | 6.55% | |
| 10 | METAFACEBOOK INC | 1,019,712 | $209.3B | 6.50% | |
| 11 | KMIKINDER MORGAN INC DEL | 8,529,816 | $180.6B | 5.61% | |
| 12 | GOOGLALPHABET INC | 121,019 | $162.1B | 5.04% | |
| 13 | CWHCAMPING WORLD HLDGS INC | 6,108,808 | $90.0B | 2.80% | |
| 14 | BMY-RBRISTOL MYERS SQUIBB CO | 23,202,869 | $69.8B | 2.17% | |
| 15 | TMDXTRANSMEDICS GROUP INC | 3,499,859 | $66.5B | 2.07% | |
| 16 | SPHSUBURBAN PROPANE PARTNERS L | 2,988,346 | $65.3B | 2.03% | |
| 17 | OI*O-I GLASS INC | 4,873,968 | $58.1B | 1.81% | |
| 18 | 35OBSCULPTOR CAP MGMT | 2,058,860 | $45.5B | 1.41% | |
| 19 | AKBAAKEBIA THERAPEUTICS INC | 5,656,462 | $35.7B | 1.11% | |
| 20 | —PACIFIC DRILLING SA LUXEMBOU | 7,414,537 | $30.3B | 0.94% | |
| 21 | CCOCLEAR CHANNEL OUTDOOR HLDGS | 3,354,390 | $9.6B | 0.30% |