Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 13, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 12
- −1 vs. Q3 2025
- Portfolio value
- $5.67B
- −$496.2M (−8.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LOARLoar Holdings Inc. | COM SHS | 32,050,240 | $2.18B | 38.4% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 2,490,534 | $827.7M | 14.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,916,630 | $599.9M | 10.6% | −207,500−9.8% | Reduced | History |
| SGISomnigroup International Inc. | COM | 5,804,136 | $518.2M | 9.1% | −41,110−0.7% | Reduced | History |
| ABGAsbury Automotive Group Inc | COM | 2,155,492 | $501.2M | 8.8% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 13,017,964 | $307.1M | 5.4% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 720,779 | $236.8M | 4.2% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 325,155 | $214.6M | 3.8% | −69,600−17.6% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 3,251,469 | $152.0M | 2.7% | 00.0% | Unchanged | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 6,115,417 | $100.8M | 1.8% | −90,360−1.5% | Reduced | History |
| NUVBNuvation Bio Inc. | COM CL A | 3,811,513 | $34.2M | 0.6% | 00.0% | Unchanged | History |
| UHALU-Haul Holding Co | COM | 36,401 | $1.83M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.