Q4 2025 · 13F-HR
ABRAMS CAPITAL MANAGEMENT, L.P.holdings as filed
Filed 2026-02-13 · accession 0001172661-26-000791
$5.67B
Reported value
12
Positions
2025-12-31
Period end
The Brief · ABRAMS CAPITAL MANAGEMENT, L.P. · Q4 2025
AI · grounded in 13F
ABRAMS CAPITAL MANAGEMENT, L.P. closed its entire position in Circle Internet Group Inc CRCL, reducing its holdings by $36.46M. The fund also trimmed its stake in Meta Platforms Inc META by 17.63%. Additional reductions occurred in Alphabet Inc GOOGL, which saw a 9.77% decrease in shares, and Energy Transfer L P ET, which decreased by 1.46%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 53947R105 | LOAR | LOAR HOLDINGS INC | $2.18B | 38.4% | 32,050,240 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $827.7M | 14.6% | 2,490,534 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $599.9M | 10.6% | 1,916,630 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $518.2M | 9.13% | 5,804,136 | Common | SOLE |
| 043436104 | ABG | ASBURY AUTOMOTIVE GROUP INC | $501.2M | 8.83% | 2,155,492 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $307.1M | 5.41% | 13,017,964 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $236.8M | 4.17% | 720,779 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $214.6M | 3.78% | 325,155 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $152.0M | 2.68% | 3,251,469 | Common | NONE |
| 29273V100 | ET | ENERGY TRANSFER L P | $100.8M | 1.78% | 6,115,417 | Common | SOLE |
| 67080N101 | NUVB | NUVATION BIO INC | $34.2M | 0.60% | 3,811,513 | Common | SOLE |
| 023586100 | UHAL | U HAUL HOLDING COMPANY | $1.8M | 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.