Abrams Capital Management, L.P.
David Abrams · As of Q2 2025 · filed Aug 8, 2025
| LOAR LOAR HOLDINGS INC | 45.2% | Reduced −14.4% | 32,050,240 | $2.76B |
| LAD LITHIA MOTORS INC | 13.5% | Held | 2,444,678 | $825.9M |
| ABG ASBURY AUTOMOTIVE GROUP | 8.2% | Held | 2,108,540 | $503.0M |
| SGI SOMNIGROUP INTERNATIONAL INC | 6.5% | Held | 5,845,246 | $397.8M |
| CPNG COUPANG INC | 6.4% | Held | 13,017,964 | $390.0M |
| GOOGL ALPHABET INC-CL A | 6.1% | Held | 2,124,130 | $374.3M |
| META META PLATFORMS INC-CLASS A | 4.8% | Held | 394,755 | $291.4M |
| WTW WILLIS TOWERS WATSON PLC | 3.6% | Held | 720,779 | $220.9M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 2.9% | Held | 3,251,469 | $176.8M |
| ET ENERGY TRANSFER LP | 1.8% | Held | 6,205,777 | $112.5M |
| CRCL CIRCLE INTERNET GROUP INC | 0.8% | New | 275,000 | $49.9M |
| NUVB NUVATION BIO INC | 0.1% | Held | 3,811,513 | $7.4M |
| UHAL U-HAUL HOLDING CO | 0.0% | Held | 36,401 | $2.2M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| UTE0 CANTALOUPE INC | 7,180,000 | $56.5M |
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.