13F filing recap · Q1 2024

What did Abrams Capital Management buy in Q1 2024?

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

Stock value

$3.20B

Positions

Estimated turnover

5.8%

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

GOOGLAlphabet Inc.$312.00Mreported value-255.1K shares-11.0%METAMeta Platforms, Inc.$301.33Mreported value-91.0K shares-12.8%UHAL.BU-Haul Holding Company$236.40Mreported value-118.0K shares-3.2%WTWWillis Towers Watson Plc$198.21Mreported value-86.1K shares-10.7%UHALU-Haul Holding Company$18.71Mreported value-130.0K shares-31.9%

Exited positions

TEVATeva Pharmaceutical Industries Limited$62.61Mprior reported value-6.00M shares-100.0%USCBUscb Financial Holdings, Inc.$1.83Mprior reported value-149.8K shares-100.0%