Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 8, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 13
- 0 vs. Q1 2025
- Portfolio value
- $6.11B
- +$477.8M (+8.5%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UHALU-Haul Holding Co | COM | 36,401 | $2.20M | <0.1% | 00.0% | Unchanged | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,811,513 | $7.43M | 0.1% | 00.0% | Unchanged | History |
| CRCLCircle Internet Group, Inc. | COM CL A | 275,000 | $49.9M | 0.8% | +275,000 | New | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 6,205,777 | $112.5M | 1.8% | 00.0% | Unchanged | History |
| UHAL.BU-Haul Holding Co | COM SER N | 3,251,469 | $176.8M | 2.9% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 720,779 | $220.9M | 3.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 394,755 | $291.4M | 4.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 2,124,130 | $374.3M | 6.1% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 13,017,964 | $390.0M | 6.4% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 5,845,246 | $397.8M | 6.5% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 2,108,540 | $503.0M | 8.2% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 2,444,678 | $825.9M | 13.5% | 00.0% | Unchanged | History |
| LOARLoar Holdings Inc. | COM SHS | 32,050,240 | $2.76B | 45.2% | −5,377,677−14.4% | Reduced | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.