whalepapers
Investors/ Abrams Capital Management, L.P./ Q1 2025

Abrams Capital Management, L.P.

David Abrams · As of Q1 2025 · filed May 9, 2025

LOAR LOAR HOLDINGS INC
46.9%
Held 37,427,917 $2.64B
LAD LITHIA MOTORS INC
12.7%
Added +2.2% 2,444,678 $717.6M
ABG ASBURY AUTOMOTIVE GROUP
8.3%
Held 2,108,540 $465.6M
SGI SOMNIGROUP INTERNATIONAL INC
6.2%
Added +62.4% 5,845,246 $350.0M
GOOGL ALPHABET INC-CL A
5.8%
Held 2,124,130 $328.5M
CPNG COUPANG INC
5.1%
Held 13,017,964 $285.5M
WTW WILLIS TOWERS WATSON PLC
4.3%
Held 720,779 $243.6M
META META PLATFORMS INC-CLASS A
4.0%
Reduced −29.2% 394,755 $227.5M
UHAL/B U-HAUL HOLDING CO-NON VOTING
3.4%
Held 3,251,469 $192.4M
ET ENERGY TRANSFER LP
2.0%
Reduced −65.2% 6,205,777 $115.4M
UTE0 CANTALOUPE INC
1.0%
Held 7,180,000 $56.5M
NUVB NUVATION BIO INC
0.1%
Held 3,811,513 $6.7M
UHAL U-HAUL HOLDING CO
0.0%
Held 36,401 $2.4M

Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.