Free Trial

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 $5.64 billion in total holdings as of March 31, 2025.
  • Abrams Capital Management, L.P. owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 2.66% of the portfolio was purchased this quarter.
  • About 5.50% of the portfolio was sold this quarter.
  • This quarter, Abrams Capital Management, L.P. has purchased 13 new stocks and bought additional shares in 2 stocks.
  • Abrams Capital Management, L.P. sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

LOAR HOLDINGS INC
$2,644,282,336
Lithia Motors
$717,610,780
Alphabet
$328,475,463

Largest Purchases this Quarter

Tempur Sealy International
2,245,246 shares (about $134.45M)
Lithia Motors
53,490 shares (about $15.70M)

Largest Sales this Quarter

Energy Transfer
11,628,545 shares (about $216.17M)
Meta Platforms
162,997 shares (about $93.94M)

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
$2,644,282,3360.0%37,427,91746.9%COM SHS
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$717,610,780$15,701,455 2.2%2,444,67812.7%Retail/Wholesale
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$465,649,9740.0%2,108,5408.3%Retail/Wholesale
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$350,013,330$134,445,330 62.4%5,845,2466.2%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$328,475,4630.0%2,124,1305.8%Computer and Technology
Coupang, Inc. stock logo
CPNG
Coupang
$285,483,9510.0%13,017,9645.1%Retail/Wholesale
Willis Towers Watson Public Limited stock logo
WTW
Willis Towers Watson Public
$243,587,2630.0%720,7794.3%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$227,520,992$93,944,951 -29.2%394,7554.0%Computer and Technology
U HAUL HOLDING COMPANY
$192,421,9350.0%3,251,4693.4%COM SER N
Energy Transfer LP stock logo
ET
Energy Transfer
$115,365,394$216,174,651 -65.2%6,205,7772.0%Energy
Cantaloupe, Inc. stock logo
CTLP
Cantaloupe
$56,506,6000.0%7,180,0001.0%Business Services
Nuvation Bio Inc. stock logo
NUVB
Nuvation Bio
$6,708,2630.0%3,811,5130.1%Medical
U-Haul Holding stock logo
UHAL
U-Haul
$2,379,1690.0%36,4010.0%Transportation

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data