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Abrams Capital Management, L.P. Top Holdings and 13F Report (2025)

About Abrams Capital Management, L.P.

Investment Activity

  • Abrams Capital Management, L.P. has $6.22 billion in total holdings as of December 31, 2024.
  • Abrams Capital Management, L.P. owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 0.17% of the portfolio was purchased this quarter.
  • About 3.16% of the portfolio was sold this quarter.
  • This quarter, Abrams Capital Management, L.P. has purchased 14 new stocks and bought additional shares in 1 stock.
  • Abrams Capital Management, L.P. sold shares of 3 stocks and completely divested from 1 stock this quarter.

Largest Holdings

LOAR HOLDINGS INC
$2,766,297,345
Lithia Motors
$854,682,327
Alphabet
$402,097,809
Energy Transfer
$349,374,368

Largest Purchases this Quarter

Alphabet
56,935 shares (about $10.78M)

Largest Sales this Quarter

LOAR HOLDINGS INC
1,006,461 shares (about $74.39M)
Meta Platforms
62,795 shares (about $36.77M)
U HAUL HOLDING COMPANY
152,267 shares (about $9.75M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAbrams Capital Management, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
LOAR HOLDINGS INC
$2,766,297,345$74,387,532 -2.6%37,427,91744.5%COM SHS
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$854,682,3270.0%2,391,18813.7%Retail/Wholesale
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$512,438,4760.0%2,108,5408.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$402,097,809$10,777,796 2.8%2,124,1306.5%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$349,374,3680.0%17,834,3225.6%Oils/Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$326,569,374$36,767,101 -10.1%557,7525.3%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$286,134,8490.0%13,017,9644.6%Retail/Wholesale
Willis Towers Watson Public Limited stock logo
WTW
Willis Towers Watson Public
$225,776,8140.0%720,7793.6%Finance
U HAUL HOLDING COMPANY
$208,256,589$9,752,701 -4.5%3,251,4693.3%COM SER N
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$204,084,0000.0%3,600,0003.3%Retail/Wholesale
Cantaloupe, Inc. stock logo
CTLP
Cantaloupe
$68,281,8000.0%7,180,0001.1%Business Services
Nuvation Bio Inc. stock logo
NUVB
Nuvation Bio
$10,138,6250.0%3,811,5130.2%Medical
U-Haul Holding stock logo
UHAL
U-Haul
$2,514,9450.0%36,4010.0%Transportation
Camping World Holdings, Inc. stock logo
CWH
Camping World
$0$75,295,330 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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