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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 Q1 2025

Holdings as of Mar 31, 2025, filed May 9, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
13
0 vs. Q4 2024
Portfolio value
$5.64B
−$580.6M (−9.3%) vs. Q4 2024
Filed
May 9, 2025
SEC
Holdings of Abrams Capital in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
LOARLoar Holdings Inc.COM SHS37,427,917$2.64B46.9%00.0%UnchangedHistory
LADLithia Motors IncCOM2,444,678$717.6M12.7%+53,490+2.2%AddedHistory
ABGAsbury Automotive Group IncCOM2,108,540$465.6M8.3%00.0%UnchangedHistory
SGISomnigroup International Inc.COM5,845,246$350.0M6.2%+2,245,246+62.4%AddedHistory
GOOGLAlphabet Inc.Stock2,124,130$328.5M5.8%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A13,017,964$285.5M5.1%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS720,779$243.6M4.3%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock394,755$227.5M4.0%−162,997−29.2%ReducedHistory
UHAL.BU-Haul Holding CoCOM SER N3,251,469$192.4M3.4%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN6,205,777$115.4M2.0%−11,628,545−65.2%ReducedHistory
CTLPCantaloupe, Inc.COM7,180,000$56.5M1.0%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$6.71M0.1%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM36,401$2.38M<0.1%00.0%UnchangedHistory