DA
David Abrams (Abrams Capital) disclosed increased in CANTALOUPE INC
David Abrams (Abrams Capital) filed a 13F change in CANTALOUPE INC (138103106) on 2025-02-07, covering period end 2024-12-31.
Action
Increased
Capital
$68,281,800 current disclosed value
Institutional 13F Signals1 evidence source
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 2025-02-07 for period end 2024-12-31.
$6.2B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
53947R105 LOAR HOLDINGS INC | Reduced | -$100.5M | $2.8B | 1.62% |
536797103 LITHIA MTRS INC | Increased | $95.1M | $854.7M | 1.53% |
13462K109 CAMPING WORLD HLDGS INC | Sold out | -$75.3M | $0 | 1.21% |
29273V100 ENERGY TRANSFER L P | Increased | $63.1M | $349.4M | 1.02% |
02079K305 ALPHABET INC | Increased | $59.3M | $402.1M | 0.95% |
23586506 U HAUL HOLDING COMPANY | Reduced | -$36.8M | $208.3M | 0.59% |
22266T109 COUPANG INC | Reduced | -$33.5M | $286.1M | 0.54% |
30303M102 META PLATFORMS INC | Reduced | -$28.7M | $326.6M | 0.46% |
138103106 CANTALOUPE INC | Increased | $15.1M | $68.3M | 0.24% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Increased | $13.5M | $225.8M | 0.22% |
43436104 ASBURY AUTOMOTIVE GROUP INC | Increased | $9.4M | $512.4M | 0.15% |
88023U101 TEMPUR SEALY INTL INC | Increased | $7.5M | $204.1M | 0.12% |
67080N101 NUVATION BIO INC | Increased | $1.4M | $10.1M | 0.02% |
23586100 U HAUL HOLDING COMPANY | Reduced | -$305,404 | $2.5M | 0.00% |