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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 Q3 2025

Holdings as of Sep 30, 2025, filed Nov 7, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
13
0 vs. Q2 2025
Portfolio value
$6.17B
+$56.2M (+0.9%) vs. Q2 2025
Filed
Nov 7, 2025
SEC
Holdings of Abrams Capital in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
LOARLoar Holdings Inc.COM SHS32,050,240$2.56B41.6%00.0%UnchangedHistory
LADLithia Motors IncCOM2,490,534$787.0M12.8%+45,856+1.9%AddedHistory
ABGAsbury Automotive Group IncCOM2,155,492$526.9M8.5%+46,952+2.2%AddedHistory
GOOGLAlphabet Inc.Stock2,124,130$516.4M8.4%00.0%UnchangedHistory
SGISomnigroup International Inc.COM5,845,246$492.9M8.0%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A13,017,964$419.2M6.8%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock394,755$289.9M4.7%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS720,779$249.0M4.0%00.0%UnchangedHistory
UHAL.BU-Haul Holding CoCOM SER N3,251,469$165.5M2.7%00.0%UnchangedHistory
ETEnergy Transfer LPCOM UT LTD PTN6,205,777$106.5M1.7%00.0%UnchangedHistory
CRCLCircle Internet Group, Inc.COM CL A275,000$36.5M0.6%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A3,811,513$14.1M0.2%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM36,401$2.08M<0.1%00.0%UnchangedHistory