ABRAMS CAPITAL MANAGEMENT, L.P.
SuperinvestorAbrams Capital
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
Q1 2025 vs. Q4 2024
Positions are compared by share count, long positions only.
All holdings in Q1 2025All holdings in Q4 2024
| Measure | Q4 2024 | Q1 2025 | Change |
|---|---|---|---|
| Positions | 13 | 13 | 0 |
| Total value | $6.22B | $5.64B | −$580.64M (−9.3%) |
New positions (0)
Held at the end of Q1 2025 but not at the end of Q4 2024.
| Security | Class | Shares, Q1 2025 | Value, Q1 2025 | % of portfolio, Q1 2025 |
|---|---|---|---|---|
| None. | ||||
Added (2)
More shares at the end of Q1 2025 than at the end of Q4 2024.
| Security | Class | Shares, Q4 2024 | Shares, Q1 2025 | Change in shares | Value, Q1 2025 | % of portfolio, Q1 2025 |
|---|---|---|---|---|---|---|
| LADLITHIA MTRS INC | COM | 2,391,188 | 2,444,678 | +53,490+2.2% | $717.61M | 12.73% |
| SGISOMNIGROUP INTERNATIONAL INC | COM | 3,600,000 | 5,845,246 | +2,245,246+62.4% | $350.01M | 6.21% |
Reduced (2)
Fewer shares at the end of Q1 2025 than at the end of Q4 2024.
| Security | Class | Shares, Q4 2024 | Shares, Q1 2025 | Change in shares | Value, Q1 2025 | % of portfolio, Q1 2025 |
|---|---|---|---|---|---|---|
| METAMETA PLATFORMS INC CL A | Stock | 557,752 | 394,755 | −162,997−29.2% | $227.52M | 4.04% |
| ETENERGY TRANSFER L P | COM UT LTD PTN | 17,834,322 | 6,205,777 | −11,628,545−65.2% | $115.37M | 2.05% |
Sold out (0)
Held at the end of Q4 2024, gone by the end of Q1 2025.
| Security | Class | Shares, Q4 2024 | Value, Q4 2024 | % of portfolio, Q4 2024 |
|---|---|---|---|---|
| None. | ||||