ABRAMS CAPITAL MANAGEMENT, L.P.
Datum: 30-09-2025
Hodnota portfolia: 6,169.9 mil
Zisk za posledních 5 let: 133.60%
Detail portfolia
| Společnost | Počet akcií | Váha pozice v portfoliu | Poslední změna pozice | Podíl ve společnost | Průměrná nákupní cena | Prvně koupeno |
|---|---|---|---|---|---|---|
| LOAR HOLDINGS INC | 38.4 mil | 40.13% | 100.00% | 0.00% | 53.41 | 30-06-2024 |
| LITHIA MTRS INC | 2.4 mil | 11.80% | -47.47% | 8.70% | 100.77 | 30-06-2018 |
| ASBURY AUTOMOTIVE GROUP INC | 2.1 mil | 8.08% | -14.00% | 10.70% | 63.14 | 30-09-2017 |
| ALPHABET INC | 2.1 mil | 5.51% | -25.21% | 0.02% | 56.74 | 30-06-2018 |
| META PLATFORMS INC | 394.76 tis | 4.04% | -23.15% | 0.02% | 129.76 | 31-12-2018 |
| ENERGY TRANSFER L P | 6.2 mil | 1.73% | -6.21% | 0.18% | 4.92 | 31-03-2020 |
| SOMNIGROUP INTERNATIONAL INC | 5.8 mil | 6.21% | 89.17% | 0.00% | 51.58 | 30-09-2021 |
| COUPANG INC | 13.0 mil | 4.60% | -10.32% | 0.73% | 25.49 | 30-09-2021 |
| TEMPUR SEALY INTL INC | 3.6 mil | 3.16% | -5.27% | 2.07% | 46.41 | 30-09-2021 |
| WILLIS TOWERS WATSON PLC LTD | 720.78 tis | 3.41% | -7.71% | 0.00% | 122.28 | 31-12-2016 |
| CIRCLE INTERNET GROUP INC | 275.00 tis | 0.59% | -27.53% | 0.12% | 181.29 | 30-06-2025 |
| U HAUL HOLDING COMPANY | 36.40 tis | 0.03% | -6.62% | 0.02% | 36.61 | 31-12-2016 |
| NUVATION BIO INC | 3.8 mil | 0.12% | -27.02% | 1.13% | 10.45 | 31-03-2021 |
