Q3 2025 · 13F-HR
ABRAMS CAPITAL MANAGEMENT, L.P.holdings as filed
Filed 2025-11-07 · accession 0001172661-25-004648
$6.17B
Reported value
13
Positions
2025-09-30
Period end
The Brief · ABRAMS CAPITAL MANAGEMENT, L.P. · Q3 2025
AI · grounded in 13F
ABRAMS CAPITAL MANAGEMENT, L.P. established a new position in LOAR valued at $2.56B. The fund also initiated new stakes in LAD for $787M and ABG for $526.9M. Additional new positions include GOOGL, SGI, and CPNG.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 53947R105 | LOAR | LOAR HOLDINGS INC | $2.56B | 41.6% | 32,050,240 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $787.0M | 12.8% | 2,490,534 | Common | SOLE |
| 043436104 | ABG | ASBURY AUTOMOTIVE GROUP INC | $526.9M | 8.54% | 2,155,492 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $516.4M | 8.37% | 2,124,130 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $492.9M | 7.99% | 5,845,246 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $419.2M | 6.79% | 13,017,964 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $289.9M | 4.70% | 394,755 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $249.0M | 4.04% | 720,779 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $165.5M | 2.68% | 3,251,469 | Common | NONE |
| 29273V100 | ET | ENERGY TRANSFER L P | $106.5M | 1.73% | 6,205,777 | Common | SOLE |
| 172573107 | CRCL | CIRCLE INTERNET GROUP INC | $36.5M | 0.59% | 275,000 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $14.1M | 0.23% | 3,811,513 | Common | SOLE |
| 023586100 | UHAL | U HAUL HOLDING COMPANY | $2.1M | 0.03% | 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.