TNTradingNote AI
Back to daily briefing

Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

14 changes from David Abrams (Abrams Capital), filed 2024-11-08 for period end 2024-09-30.

$6.2B portfolio value
StockActionChangeCurrentPortfolio Impact
53947R105
LOAR HOLDINGS INC
Increased$814.0M$2.9B13.07%
536797103
LITHIA MTRS INC
Increased$155.9M$759.5M2.50%
22266T109
COUPANG INC
Increased$46.9M$319.6M0.75%
30303M102
META PLATFORMS INC
Increased$42.3M$355.2M0.68%
02079K305
ALPHABET INC
Reduced-$33.7M$342.8M0.54%
23586506
U HAUL HOLDING COMPANY
Increased$32.3M$245.1M0.52%
88023U101
TEMPUR SEALY INTL INC
Increased$26.1M$196.6M0.42%
G96629103
WILLIS TOWERS WATSON PLC LTD
Increased$23.3M$212.3M0.37%
43436104
ASBURY AUTOMOTIVE GROUP INC
Increased$22.6M$503.1M0.36%
13462K109
CAMPING WORLD HLDGS INC
Reduced-$15.9M$75.3M0.26%
138103106
CANTALOUPE INC
Increased$5.7M$53.1M0.09%
29273V100
ENERGY TRANSFER L P
Reduced-$3.0M$286.2M0.05%
67080N101
NUVATION BIO INC
Reduced-$2.4M$8.7M0.04%
23586100
U HAUL HOLDING COMPANY
Reduced-$1.8M$2.8M0.03%

Evidence

Related Cards

DA
Increased53947R105

David Abrams

David Abrams (Abrams Capital) filed a 13F change in LOAR HOLDINGS INC (53947R105) on 2024-11-08, covering period end 2024-09-30.

DA
Increased536797103

David Abrams

David Abrams (Abrams Capital) filed a 13F change in LITHIA MTRS INC (536797103) on 2024-11-08, covering period end 2024-09-30.

RP
Increased256677105

Richard Pzena

Richard Pzena (Pzena Investment Management) filed a 13F change in DOLLAR GEN CORP NEW (256677105) on 2024-11-08, covering period end 2024-09-30.

David Abrams (Abrams Capital) disclosed increased in COUPANG INC | TradingNote AI