13F filing recap · Q3 2022

What did Abrams Capital Management buy in Q3 2022?

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

Stock value

$3.47B

Positions

Estimated turnover

12.6%

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

GOOGLAlphabet Inc.$278.40Mreported value+2.76M shares+1887.6%

Reduced positions

CHNGChange Healthcare Inc.$437.32Mreported value-1.07M shares-6.3%ETEnergy Transfer LP$242.87Mreported value-105.0K shares-0.5%CPNGCoupang, Inc.$223.29Mreported value-208.0K shares-1.5%TEVATeva Pharmaceutical Industries Limited$192.87Mreported value-147.1K shares