13F filing recap · Q1 2023

What did Abrams Capital Management buy in Q1 2023?

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

Stock value

$3.16B

Positions

Estimated turnover

3.4%

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

CTLPCantaloupe Inc$40.93Mreported value+4.09M shares+132.4%

Reduced positions

METAMeta Platforms, Inc.$456.06Mreported value-24.9K shares-1.1%ABGAsbury Automotive Group, Inc.$442.79Mreported value-9.7K shares-0.5%TEVATeva Pharmaceutical Industries Limited$70.50Mreported value-7.97M shares-50.0%