Abrams Capital Management, L.P.
David Abrams · As of Q4 2024 · filed Feb 7, 2025
| LOAR LOAR HOLDINGS INC | 44.5% | Reduced −2.6% | 37,427,917 | $2.77B |
| LAD LITHIA MOTORS INC | 13.7% | Held | 2,391,188 | $854.7M |
| ABG ASBURY AUTOMOTIVE GROUP | 8.2% | Held | 2,108,540 | $512.4M |
| GOOGL ALPHABET INC-CL A | 6.5% | Added +2.8% | 2,124,130 | $402.1M |
| ET ENERGY TRANSFER LP | 5.6% | Held | 17,834,322 | $349.4M |
| META META PLATFORMS INC-CLASS A | 5.3% | Reduced −10.1% | 557,752 | $326.6M |
| CPNG COUPANG INC | 4.6% | Held | 13,017,964 | $286.1M |
| WTW WILLIS TOWERS WATSON PLC | 3.6% | Held | 720,779 | $225.8M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 3.3% | Reduced −4.5% | 3,251,469 | $208.3M |
| SGI SOMNIGROUP INTERNATIONAL INC | 3.3% | Held | 3,600,000 | $204.1M |
| UTE0 CANTALOUPE INC | 1.1% | Held | 7,180,000 | $68.3M |
| NUVB NUVATION BIO INC | 0.2% | Held | 3,811,513 | $10.1M |
| UHAL U-HAUL HOLDING CO | 0.0% | Held | 36,401 | $2.5M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CWH CAMPING WORLD HOLDINGS INC-A | 3,108,808 | $75.3M |
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.