13F filing recap · Q4 2023

What did Abrams Capital Management buy in Q4 2023?

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

Stock value

$3.22B

Positions

Estimated turnover

3.3%

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.

Reduced positions

METAMeta Platforms, Inc.$251.86Mreported value-216.9K shares-23.4%TEVATeva Pharmaceutical Industries Limited$62.61Mreported value-1.97M shares-24.7%USCBUscb Financial Holdings, Inc.$1.83Mreported value-499.3K shares-76.9%