whalepapers
Investors/ Abrams Capital Management, L.P./ Q3 2025

Abrams Capital Management, L.P.

David Abrams · As of Q3 2025 · filed Nov 7, 2025

LOAR LOAR HOLDINGS INC
41.6%
Held 32,050,240 $2.56B
LAD LITHIA MOTORS INC
12.8%
Added +1.9% 2,490,534 $787.0M
ABG ASBURY AUTOMOTIVE GROUP
8.5%
Added +2.2% 2,155,492 $526.9M
GOOGL ALPHABET INC-CL A
8.4%
Held 2,124,130 $516.4M
SGI SOMNIGROUP INTERNATIONAL INC
8.0%
Held 5,845,246 $492.9M
CPNG COUPANG INC
6.8%
Held 13,017,964 $419.2M
META META PLATFORMS INC-CLASS A
4.7%
Held 394,755 $289.9M
WTW WILLIS TOWERS WATSON PLC
4.0%
Held 720,779 $249.0M
UHAL/B U-HAUL HOLDING CO-NON VOTING
2.7%
Held 3,251,469 $165.5M
ET ENERGY TRANSFER LP
1.7%
Held 6,205,777 $106.5M
CRCL CIRCLE INTERNET GROUP INC
0.6%
Held 275,000 $36.5M
NUVB NUVATION BIO INC
0.2%
Held 3,811,513 $14.1M
UHAL U-HAUL HOLDING CO
0.0%
Held 36,401 $2.1M

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.