David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q4 2024)

According to the SEC 13F filed on Feb 07, 2025, the Abrams Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2024. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2024, the filing reported:

New Buys - None reported

Increases - Alphabet Inc.

Reductions - Loar Holdings Inc., Meta Platforms, Inc., U-Haul Holding Company Series N

Complete Exits - Camping World Holdings, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2024	CWH Camping World Holdings, Inc.	Camping World Holdings, Inc.	Sell - Position Exit	-3,108,808	-100.0%	$0.00	-
Q4 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+56,935	+2.8%	$402.10M	2,124,130
Q4 2024	LOAR Loar Holdings Inc.	Loar Holdings Inc.	Sell	-1,006,461	-2.6%	$2.77B	37,427,917
Q4 2024	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-62,795	-10.1%	$326.57M	557,752
Q4 2024	UHAL-B U-Haul Holding Company Series N	U-Haul Holding Company Series N	Sell	-152,267	-4.5%	$208.26M	3,251,469