Abrams Capital Management, L.P.
David Abrams · As of Q4 2025 · filed Feb 13, 2026
| LOAR LOAR HOLDINGS INC | 38.4% | Held | 32,050,240 | $2.18B |
| LAD LITHIA MOTORS INC | 14.6% | Held | 2,490,534 | $827.7M |
| GOOGL ALPHABET INC-CL A | 10.6% | Reduced −9.8% | 1,916,630 | $599.9M |
| SGI SOMNIGROUP INTERNATIONAL INC | 9.1% | Reduced −0.7% | 5,804,136 | $518.2M |
| ABG ASBURY AUTOMOTIVE GROUP | 8.8% | Held | 2,155,492 | $501.2M |
| CPNG COUPANG INC | 5.4% | Held | 13,017,964 | $307.1M |
| WTW WILLIS TOWERS WATSON PLC | 4.2% | Held | 720,779 | $236.8M |
| META META PLATFORMS INC-CLASS A | 3.8% | Reduced −17.6% | 325,155 | $214.6M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 2.7% | Held | 3,251,469 | $152.0M |
| ET ENERGY TRANSFER LP | 1.8% | Reduced −1.5% | 6,115,417 | $100.8M |
| NUVB NUVATION BIO INC | 0.6% | Held | 3,811,513 | $34.2M |
| UHAL U-HAUL HOLDING CO | 0.0% | Held | 36,401 | $1.8M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| CRCL CIRCLE INTERNET GROUP INC | 275,000 | $36.5M |
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.