13F filing recap · Q4 2024

What did Abrams Capital Management buy in Q4 2024?

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

Stock value

$6.22B

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.

Quarter in review

Abrams Capital Management exited Camping World Holdings and slightly trimmed Loar Holdings and U-Haul Holding. It added to Alphabet and reduced its Meta Platforms stake.

Increased positions

GOOGLAlphabet Inc.$402.10Mreported value+56.9K shares+2.8%

Reduced positions

LOARLoar Holdings Inc.$2.77Breported value-1.01M shares-2.6%METAMeta Platforms, Inc.$326.57Mreported value-62.8K shares-10.1%UHAL.BU-Haul Holding Company$208.26Mreported value-152.3K shares-4.5%

Exited positions

CWHCamping World Holdings, Inc.$75.30Mprior reported value-3.11M shares-100.0%