13F filing recap · Q3 2021

What did Abrams Capital Management buy in Q3 2021?

Reported stock-position changes between this filing and the previous one.

Stock value

$4.59B

Positions

Estimated turnover

12.8%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

SGITempur Sealy International Inc$167.08Mreported value+3.60M shares CPNGCoupang, Inc.$122.94Mreported value+4.41M shares USCBUscb Financial Holdings, Inc.$10.48Mreported value+859.4K shares

Increased positions

CHNGChange Healthcare Inc.$355.52Mreported value+3.03M shares+21.8%

Exited positions

PCGPG&E Corp$215.38Mprior reported value-21.18M shares-100.0%