13F filing recap · Q4 2022

What did Abrams Capital Management buy in Q4 2022?

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

Stock value

$2.80B

Positions

Estimated turnover

39.9%

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

UHAL.BU-Haul Holding Company$201.41Mreported value+3.66M shares

Increased positions

METAMeta Platforms, Inc.$261.95Mreported value+971.7K shares+80.6%CPNGCoupang, Inc.$197.70Mreported value+44.9K shares+0.3%

Reduced positions

TDGTransdigm Group Incorporated$230.57Mreported value-173.1K shares-32.1%ETEnergy Transfer LP$211.69Mreported value-4.18M shares-19.0%GOOGLAlphabet Inc.$206.41Mreported value-571.2K shares-19.6%WTWWillis Towers Watson Plc$197.34Mreported value-261.9K shares

Exited positions

CHNGChange Healthcare Inc.$437.32Mprior reported value-15.91M shares-100.0%OIO-I Glass, Inc.$89.80Mprior reported value-6.93M shares-100.0%KMIKinder Morgan, Inc.$56.20Mprior reported value-3.38M shares-100.0%