13F filing recap · Q3 2024

What did Abrams Capital Management buy in Q3 2024?

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

Stock value

$6.23B

Positions

Estimated turnover

1.1%

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.

Quarter in review

Abrams Capital Management trimmed its U-Haul Holding Company position slightly and substantially reduced its Camping World Holdings stake. It also made a substantial cut to a smaller U-Haul Holding Company position.

Reduced positions

UHAL.BU-Haul Holding Company$245.07Mreported value-141.5K shares-4.0%CWHCamping World Holdings, Inc.$75.30Mreported value-2.00M shares-39.1%UHALU-Haul Holding Company$2.82Mreported value-38.6K shares-51.5%