ABRAMS CAPITAL MANAGEMENT, L.P.
SuperinvestorAbrams Capital
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
Q4 2025 vs. Q3 2025
Positions are compared by share count, long positions only.
All holdings in Q4 2025All holdings in Q3 2025
| Measure | Q3 2025 | Q4 2025 | Change |
|---|---|---|---|
| Positions | 13 | 12 | −1 |
| Total value | $6.17B | $5.67B | −$496.16M (−8.0%) |
New positions (0)
Held at the end of Q4 2025 but not at the end of Q3 2025.
| Security | Class | Shares, Q4 2025 | Value, Q4 2025 | % of portfolio, Q4 2025 |
|---|---|---|---|---|
| None. | ||||
Added (0)
More shares at the end of Q4 2025 than at the end of Q3 2025.
| Security | Class | Shares, Q3 2025 | Shares, Q4 2025 | Change in shares | Value, Q4 2025 | % of portfolio, Q4 2025 |
|---|---|---|---|---|---|---|
| None. | ||||||
Reduced (4)
Fewer shares at the end of Q4 2025 than at the end of Q3 2025.
| Security | Class | Shares, Q3 2025 | Shares, Q4 2025 | Change in shares | Value, Q4 2025 | % of portfolio, Q4 2025 |
|---|---|---|---|---|---|---|
| GOOGLALPHABET INC CAP STK CL A | Stock | 2,124,130 | 1,916,630 | −207,500−9.8% | $599.91M | 10.57% |
| SGISOMNIGROUP INTERNATIONAL INC | COM | 5,845,246 | 5,804,136 | −41,110−0.7% | $518.19M | 9.13% |
| METAMETA PLATFORMS INC CL A | Stock | 394,755 | 325,155 | −69,600−17.6% | $214.63M | 3.78% |
| ETENERGY TRANSFER L P | COM UT LTD PTN | 6,205,777 | 6,115,417 | −90,360−1.5% | $100.84M | 1.78% |
Sold out (1)
Held at the end of Q3 2025, gone by the end of Q4 2025.
| Security | Class | Shares, Q3 2025 | Value, Q3 2025 | % of portfolio, Q3 2025 |
|---|---|---|---|---|
| CRCLCIRCLE INTERNET GROUP INC | COM CL A | 275,000 | $36.46M | 0.59% |