13F filing recap · Q1 2022

What did Abrams Capital Management buy in Q1 2022?

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

Stock value

$4.28B

Positions

Estimated turnover

2.1%

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.

Increased positions

CPNGCoupang, Inc.$240.50Mreported value+3.91M shares+40.3%CTLPCantaloupe Inc$20.92Mreported value+1.00M shares+47.8%

Reduced positions

UHALU-Haul Holding Company$252.46Mreported value-25.1K shares-5.6%