Abrams Capital Management, L.p.

Investment Portfolio & 13F Holdings Analysis

About

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.

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: 0001358706
Manager Name: Abrams Capital Management, L.p.

Data Enrichment

92% identified

12 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $5,636,005.45K total value

13 positions

Manager:

SEC FilingSEC DataHachi Filing

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Loar Holdings Inc.

LOAR|53947R105

37427917(+0.0%)

Value:

$2.6T(-4.4%)

LITHIA MOTORS INC

LAD|536797103

2444678(+2.2%)

Value:

$717.6B(-16.0%)

ASBURY AUTOMOTIVE GROUP INC

ABG|043436104

2108540(+0.0%)

Value:

$465.6B(-9.1%)

88023U101

5845246(+62.4%)

Value:

$350.0B(+71.5%)

Alphabet Inc.

GOOGL|02079K305

2124130(+0.0%)

Value:

$328.5B(-18.3%)

Coupang, Inc.

CPNG|22266T109

13017964(+0.0%)

Value:

$285.5B(-0.2%)

WILLIS TOWERS WATSON PLC

WTW|G96629103

720779(+0.0%)

Value:

$243.6B(+7.9%)

Meta Platforms, Inc.

META|30303M102

394755(-29.2%)

Value:

$227.5B(-30.3%)

U-Haul Holding Co /NV/

UHAL-B|023586506

3251469(+0.0%)

Value:

$192.4B(-7.6%)

Energy Transfer LP

ET|29273V100

6205777(-65.2%)

Value:

$115.4B(-67.0%)

CANTALOUPE, INC.

CTLP|138103106

7180000(+0.0%)

Value:

$56.5B(-17.2%)

Nuvation Bio Inc.

NUVB|67080N101

3811513(+0.0%)

Value:

$6.7B(-33.8%)

U-Haul Holding Co /NV/

UHAL|023586100

36401(+0.0%)

Value:

$2.4B(-5.4%)

Instrument	Shares		Other Manager	Value
Loar Holdings Inc.(LOARcusip53947R105)	37.4M	QoQ 0.00% (-0) YoY NEW(+37.4M)	All Managers (Combined)	$2.6B	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	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	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	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	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	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	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	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	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	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	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	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	QoQ -5.39% (-$135.8K) YoY -87.28% (-$16.3M)