Q2 2025 · 13F-HR
ABRAMS CAPITAL MANAGEMENT, L.P.holdings as filed
Filed 2025-08-08 · accession 0001172661-25-002983
$6.11B
Reported value
13
Positions
2025-06-30
Period end
The Brief · ABRAMS CAPITAL MANAGEMENT, L.P. · Q2 2025
AI · grounded in 13F
ABRAMS CAPITAL MANAGEMENT, L.P. established a new position in LOAR valued at $2.76B. The fund also initiated new stakes in LAD for $825.86M and ABG for $502.97M. Additional new positions include SGI, CPNG, and GOOGL.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 53947R105 | LOAR | LOAR HOLDINGS INC | $2.76B | 45.2% | 32,050,240 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $825.9M | 13.5% | 2,444,678 | Common | SOLE |
| 043436104 | ABG | ASBURY AUTOMOTIVE GROUP INC | $503.0M | 8.23% | 2,108,540 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $397.8M | 6.51% | 5,845,246 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $390.0M | 6.38% | 13,017,964 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $374.3M | 6.12% | 2,124,130 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $291.4M | 4.77% | 394,755 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $220.9M | 3.61% | 720,779 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $176.8M | 2.89% | 3,251,469 | Common | NONE |
| 29273V100 | ET | ENERGY TRANSFER L P | $112.5M | 1.84% | 6,205,777 | Common | SOLE |
| 172573107 | CRCL | CIRCLE INTERNET GROUP INC | $49.9M | 0.82% | 275,000 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $7.4M | 0.12% | 3,811,513 | Common | SOLE |
| 023586100 | UHAL | U HAUL HOLDING COMPANY | $2.2M | 0.04% | 36,401 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.