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Abrams Capital

Superinvestor

Abrams Capital Management, L.P.

SEC CIK
0001358706
Manager
David Abrams
Style
Value
Latest filing
Aug 13, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 7, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
13
−1 vs. Q3 2024
Portfolio value
$6.22B
−$10.6M (−0.2%) vs. Q3 2024
Filed
Feb 7, 2025
SEC
Holdings of Abrams Capital in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
LOARLoar Holdings Inc.COM SHS37,427,917$2.77B44.5%−1,006,461−2.6%ReducedHistory
LADLithia Motors IncCOM2,391,188$854.7M13.7%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM2,108,540$512.4M8.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock2,124,130$402.1M6.5%+56,935+2.8%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,834,322$349.4M5.6%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock557,752$326.6M5.3%−62,795−10.1%ReducedHistory
CPNGCoupang, Inc.CL A13,017,964$286.1M4.6%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS720,779$225.8M3.6%00.0%UnchangedHistory
UHAL.BU-Haul Holding CoCOM SER N3,251,469$208.3M3.3%−152,267−4.5%ReducedHistory
SGISomnigroup International Inc.COM3,600,000$204.1M3.3%00.0%UnchangedHistory
CTLPCantaloupe, Inc.COM7,180,000$68.3M1.1%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$10.1M0.2%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM36,401$2.51M<0.1%00.0%UnchangedHistory

Sold out since Q3 2024 (1)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Abrams Capital sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
CWHCamping World Holdings, Inc.CL A3,108,808$75.3M1.2%History