13F filing recap · Q2 2023

What did Abrams Capital Management buy in Q2 2023?

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

Stock value

$3.48B

Positions

Estimated turnover

13.2%

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

HZNPHorizon Therapeutics Public Limited Company$91.64Mreported value+891.0K shares

Reduced positions

METAMeta Platforms, Inc.$326.62Mreported value-1.01M shares-47.1%TDGTransdigm Group Incorporated$279.65Mreported value-53.4K shares-14.6%GOOGLAlphabet Inc.$277.98Mreported value-17.1K shares-0.7%CPNGCoupang, Inc.$226.51Mreported value-422.0K shares