Abrams Capital Management, L.p.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 13Value: $5.6BLatest: 2025Q1

ABRAMS CAPITAL MANAGEMENT, L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13 holdings worth $5.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "LOAR",
  "GOOGL",
  null,
  "ABG",
  "NUVB",
  "META",
  "UHAL",
  "UHAL-B",
  "LAD",
  "WTW",
  "ET",
  "CTLP",
  "CPNG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 13
Total Value: 5636005450
Accession Number: 0001172661-25-001634
Form Type: 13F-HR
CIK: abrams-capital-management-lp
Manager Name: Abrams-Capital-Management-Lp

Data Enrichment

92% identified

12 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $5.6B total value

SEC FilingSEC DataHachi Filing

Manager:

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Loar Holdings Inc.

LOAR|53947R105

Shares:37.4M

Value:$2.6B

% of Portfolio:46.9% ($2.6B/$5.6B)

LITHIA MOTORS INC

LAD|536797103

Shares:2.4M

Value:$717.6M

% of Portfolio:12.7% ($717.6M/$5.6B)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

Shares:2.1M

Value:$465.6M

% of Portfolio:8.3% ($465.6M/$5.6B)

88023U101

Shares:5.8M

Value:$350.0M

% of Portfolio:6.2% ($350.0M/$5.6B)

Alphabet Inc.

GOOGL|02079K305

Shares:2.1M

Value:$328.5M

% of Portfolio:5.8% ($328.5M/$5.6B)

Coupang, Inc.

CPNG|22266T109

Shares:13.0M

Value:$285.5M

% of Portfolio:5.1% ($285.5M/$5.6B)

WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:720.8K

Value:$243.6M

% of Portfolio:4.3% ($243.6M/$5.6B)

Meta Platforms, Inc.

META|30303M102

Shares:394.8K

Value:$227.5M

% of Portfolio:4.0% ($227.5M/$5.6B)

U-Haul Holding Co /NV/

UHAL-B|023586506

Shares:3.3M

Value:$192.4M

% of Portfolio:3.4% ($192.4M/$5.6B)

Energy Transfer LP

ET|29273V100

Shares:6.2M

Value:$115.4M

% of Portfolio:2.0% ($115.4M/$5.6B)

CANTALOUPE, INC.

CTLP|138103106

Shares:7.2M

Value:$56.5M

% of Portfolio:1.0% ($56.5M/$5.6B)

Nuvation Bio Inc.

NUVB|67080N101

Shares:3.8M

Value:$6.7M

% of Portfolio:0.1% ($6.7M/$5.6B)

U-Haul Holding Co /NV/

UHAL|023586100

Shares:36.4K

Value:$2.4M

% of Portfolio:0.0% ($2.4M/$5.6B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Loar Holdings Inc.(LOARcusip53947R105)	37.4M	QoQ 0.00% (-0) YoY NEW(+37.4M)	All Managers (Combined)	$2.6B	46.9% ($2.6B/$5.6B)	QoQ -4.41% (-$122.0M) YoY NEW(+$2644.3M)
LITHIA MOTORS INC(LADcusip536797103)	2.4M	QoQ +2.23% (-53.5K) YoY +2.23% (-53.5K)	All Managers (Combined)	$717.6M	12.7% ($717.6M/$5.6B)	QoQ -16.03% (-$137.1M) YoY -0.25% (-$1.8M)
ASBURY AUTOMOTIVE GROUP INC(ABGcusip043436104)	2.1M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$465.6M	8.3% ($465.6M/$5.6B)	QoQ -9.13% (-$46.8M) YoY -6.33% (-$31.5M)
(cusip88023U101)✕	5.8M	QoQ +62.36% (+2.2M) YoY +62.36% (+2.2M)	All Managers (Combined)	$350.0M	6.2% ($350.0M/$5.6B)	QoQ +71.50% (+$145.9M) YoY +71.11% (+$145.5M)
Alphabet Inc.(GOOGLcusip02079K305)	2.1M	QoQ 0.00% (-0) YoY +2.75% (+56.9K)	All Managers (Combined)	$328.5M	5.8% ($328.5M/$5.6B)	QoQ -18.30% (-$73.6M) YoY +5.28% (+$16.5M)
Coupang, Inc.(CPNGcusip22266T109)	13.0M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$285.5M	5.1% ($285.5M/$5.6B)	QoQ -0.22% (-$650.9K) YoY +23.27% (+$53.9M)
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	720.8K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$243.6M	4.3% ($243.6M/$5.6B)	QoQ +7.88% (+$17.8M) YoY +22.89% (+$45.4M)
Meta Platforms, Inc.(METAcusip30303M102)	394.8K	QoQ -29.22% (-163.0K) YoY -36.38% (-225.8K)	All Managers (Combined)	$227.5M	4.0% ($227.5M/$5.6B)	QoQ -30.32% (-$99.0M) YoY -24.49% (-$73.8M)
U-Haul Holding Co /NV/(UHAL-Bcusip023586506)	3.3M	QoQ 0.00% (-0) YoY -8.28% (-293.8K)	All Managers (Combined)	$192.4M	3.4% ($192.4M/$5.6B)	QoQ -7.60% (-$15.8M) YoY -18.60% (-$44.0M)
Energy Transfer LP(ETcusip29273V100)	6.2M	QoQ -65.20% (-11.6M) YoY -65.20% (-11.6M)	All Managers (Combined)	$115.4M	2.0% ($115.4M/$5.6B)	QoQ -66.97% (-$234.0M) YoY -58.87% (-$165.2M)
CANTALOUPE, INC.(CTLPcusip138103106)	7.2M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$56.5M	1.0% ($56.5M/$5.6B)	QoQ -17.24% (-$11.8M) YoY +22.39% (+$10.3M)
Nuvation Bio Inc.(NUVBcusip67080N101)	3.8M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.7M	0.1% ($6.7M/$5.6B)	QoQ -33.83% (-$3.4M) YoY -51.64% (-$7.2M)
U-Haul Holding Co /NV/(UHALcusip023586100)	36.4K	QoQ 0.00% (-0) YoY -86.85% (-240.6K)	All Managers (Combined)	$2.4M	0.0% ($2.4M/$5.6B)	QoQ -5.39% (-$135.8K) YoY -87.28% (-$16.3M)