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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 $6.11 billion in total holdings as of June 30, 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 0.82% of the portfolio was purchased this quarter.
  • About 8.50% of the portfolio was sold this quarter.
  • This quarter, Abrams Capital Management, L.P. has purchased 13 new stocks and bought additional shares in 0 stocks.
  • Abrams Capital Management, L.P. sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

LOAR HOLDINGS INC
$2,761,769,181
Lithia Motors
$825,861,122
Coupang
$390,018,201

Largest New Holdings this Quarter

172573107 - CIRCLE INTERNET GROUP INC
$49,854,750 Holding

Largest Purchases this Quarter

CIRCLE INTERNET GROUP INC
275,000 shares (about $49.85M)

Largest Sales this Quarter

LOAR HOLDINGS INC
5,377,677 shares (about $463.39M)

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
$2,761,769,181$463,394,427 -14.4%32,050,24045.2%COM SHS
Lithia Motors, Inc. stock logo
LAD
Lithia Motors
$825,861,1220.0%2,444,67813.5%Retail/Wholesale
Asbury Automotive Group, Inc. stock logo
ABG
Asbury Automotive Group
$502,971,1320.0%2,108,5408.2%Retail/Wholesale
Tempur Sealy International, Inc. stock logo
TPX
Tempur Sealy International
$397,768,9900.0%5,845,2466.5%Retail/Wholesale
Coupang, Inc. stock logo
CPNG
Coupang
$390,018,2010.0%13,017,9646.4%Retail/Wholesale
Alphabet Inc. stock logo
GOOGL
Alphabet
$374,335,4300.0%2,124,1306.1%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$291,364,7180.0%394,7554.8%Computer and Technology
Willis Towers Watson Public Limited Company stock logo
WTW
Willis Towers Watson Public
$220,918,7640.0%720,7793.6%Finance
U HAUL HOLDING COMPANY
$176,782,3700.0%3,251,4692.9%COM SER N
Energy Transfer LP stock logo
ET
Energy Transfer
$112,510,7370.0%6,205,7771.8%Energy
CIRCLE INTERNET GROUP INC
$49,854,750$49,854,750 New Holding275,0000.8%COM CL A
Nuvation Bio Inc. stock logo
NUVB
Nuvation Bio
$7,432,4500.0%3,811,5130.1%Medical
U-Haul Holding stock logo
UHAL
U-Haul
$2,204,4450.0%36,4010.0%Transportation
Cantaloupe, Inc. stock logo
CTLP
Cantaloupe
$0$56,506,600 -100.0%00.0%Business Services

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