13F filing recap · Q3 2023

What did Abrams Capital Management buy in Q3 2023?

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

Stock value

$3.03B

Positions

Estimated turnover

13.7%

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

LADLithia Motors, Inc.$706.19Mreported value+40.1K shares+1.7%

Reduced positions

METAMeta Platforms, Inc.$278.74Mreported value-209.7K shares-18.4%

Exited positions

TDGTransdigm Group Incorporated$279.65Mprior reported value-312.7K shares-100.0%HZNPHorizon Therapeutics Public Limited Company$91.64Mprior reported value-891.0K shares-100.0%