ABRAMS CAPITAL MANAGEMENT, L.P. Portfolio Holdings
Q2 2025•14 long positions•$6.5B portfolio value
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Holding15 | Sector | Position↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|
1  Loar Holdings LOAR | Aerospace & Defense Industrials | $2.8B 42.41% | 34.26% 32.1M shares | 37.4M → 32.1M −$463.4M | -14.37% | $7.8B Mid Cap | Q2 2024 Held for 1y 4m |
2  Lithia Motors LAD | Auto - Dealerships Consumer Cyclical | $825.9M 12.68% | 9.39% 2.4M shares | — | — | $8.8B Mid Cap | Q2 2018 Held for 7y 4m |
3  Asbury Automotive Group ABG | Auto - Dealerships Consumer Cyclical | $503.0M 7.72% | 10.73% 2.1M shares | — | — | $4.8B Mid Cap | Q3 2017 Held for 8y 1m |
4 SGI Silicon Graphics International Corp SGI | Unknown Unknown | $397.8M 6.11% | — 5.8M shares | — | — | $14.0B Large Cap | Q1 2025 Held for 7 months |
5 SGI Tempur Sealy International SGI | Furnishings, Fixtures & Appliances Consumer Cyclical | $397.8M 6.11% | 2.8% 5.8M shares | — | — | $14.0B Large Cap | Q3 2021 Held for 4y 1m |
6  Coupang CPNG | Specialty Retail Consumer Cyclical | $390.0M 5.99% | 0.717% 13.0M shares | — | — | $52.6B Large Cap | Q3 2021 Held for 4y 1m |
7  Alphabet Inc. GOOGL | Internet Content & Information Communication Services | $374.3M 5.75% | 0.018% 2.1M shares | — | — | $2.04T Mega Cap | Q2 2018 Held for 7y 4m |
8  Meta Platforms, Inc. META | Internet Content & Information Communication Services | $291.4M 4.47% | 0.016% 394.8K shares | — | — | $1.79T Mega Cap | Q4 2018 Held for 6y 10m |
9  Willis Towers Watson WTW | Insurance - Brokers Financial Services | $220.9M 3.39% | 0.727% 720.8K shares | — | — | $30.0B Large Cap | Q4 2016 Held for 8y 10m |
10  U-Haul Holding UHAL.B | Rental & Leasing Services Industrials | $176.8M 2.71% | 1.73% 3.3M shares | — | — | $11.7B Large Cap | Q4 2022 Held for 2y 10m |
11  Energy Transfer ET | Oil & Gas Midstream Energy | $112.5M 1.73% | 0.181% 6.2M shares | — | — | $60.7B Large Cap | Q1 2020 Held for 5y 7m |
12  Circle Internet Group, Inc. CRCL | Unknown Unknown | $49.9M 0.766% | 0.124% 275.0K shares | 0 → 275.0K +$49.9M | New | $49.5B Large Cap | Q2 2025 Held for 4 months |
13  Nuvation Bio NUVB | Biotechnology Healthcare | $7.4M 0.114% | 1.12% 3.8M shares | — | — | $697.5M Small Cap | Q1 2021 Held for 4y 7m |
14  U-Haul Holding UHAL | Rental & Leasing Services Industrials | $2.2M 0.034% | 0.019% 36.4K shares | — | — | $11.5B Large Cap | Q4 2016 Held for 8y 10m |
15  Cantaloupe, Inc. CTLP | Information Technology Services Technology | - — | — - shares | 7.2M → 0 −$56.5M | Sold | $574.8M Small Cap | Q1 2021 Held for 4y 7m |