ABRAMS CAPITAL MANAGEMENT, L.P. Portfolio Holdings
Q3 2025•14 long positions•$6.7B portfolio value
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Holding14 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Aerospace & Defense Industrials | $2.6B 38.48% | — | 34.23% 32.1M shares | — | — | $7.5B Mid Cap | Q2 2024 Held for 1y 5m | |
Auto - Dealerships Consumer Cyclical | $787.0M 11.81% | +$14.5M Bought | 9.71% 2.5M shares | 2.4M → 2.5M +$14.5M | +1.88% | $8.1B Mid Cap | Q2 2018 Held for 7y 5m | |
Auto - Dealerships Consumer Cyclical | $526.9M 7.91% | +$11.5M Bought | 10.96% 2.2M shares | 2.1M → 2.2M +$11.5M | +2.23% | $4.8B Mid Cap | Q3 2017 Held for 8y 2m | |
Internet Content & Information Communication Services | $516.4M 7.75% | — | 0.018% 2.1M shares | — | — | $2.95T Mega Cap | Q2 2018 Held for 7y 5m | |
Unknown Unknown | $492.9M 7.4% | — | — 5.8M shares | — | — | $17.7B Large Cap | Q1 2025 Held for 8 months | |
Furnishings, Fixtures & Appliances Consumer Cyclical | $492.9M 7.4% | — | 2.78% 5.8M shares | — | — | $17.7B Large Cap | Q3 2021 Held for 4y 2m | |
Specialty Retail Consumer Cyclical | $419.2M 6.29% | — | 0.714% 13.0M shares | — | — | $58.7B Large Cap | Q3 2021 Held for 4y 2m | |
Internet Content & Information Communication Services | $289.9M 4.35% | — | 0.016% 394.8K shares | — | — | $1.84T Mega Cap | Q4 2018 Held for 6y 11m | |
Insurance - Brokers Financial Services | $249.0M 3.74% | — | 0.739% 720.8K shares | — | — | $33.7B Large Cap | Q4 2016 Held for 8y 11m | |
Rental & Leasing Services Industrials | $165.5M 2.48% | — | 1.73% 3.3M shares | — | — | $10.7B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $106.5M 1.6% | — | 0.181% 6.2M shares | — | — | $58.9B Large Cap | Q1 2020 Held for 5y 8m | |
Financial - Capital Markets Financial Services | $36.5M 0.547% | — | 0.119% 275.0K shares | — | — | $30.7B Large Cap | Q2 2025 Held for 5 months | |
Biotechnology Healthcare | $14.1M 0.212% | — | 1.11% 3.8M shares | — | — | $1.3B Small Cap | Q1 2021 Held for 4y 8m | |
Rental & Leasing Services Industrials | $2.1M 0.031% | — | 0.019% 36.4K shares | — | — | $10.7B Large Cap | Q4 2016 Held for 8y 11m |
