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ABRAMS CAPITAL MANAGEMENT, L.P.

Q3 2025 · Filed 2025-11-07
Market Value
$6.2B
+0.9%
Holdings
13
-1
New Purchases
0
Added To
2
Closed
0
Reduced
0
Top 10 Concentration
99.1%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOGL 8.37% 6.12% +2.25% $516M
SGI 7.99% 6.51% +1.48% $493M
WTW 4.04% 3.61% +0.42% $249M
CPNG 6.79% 6.38% +0.41% $419M
ABG 8.54% 8.23% +0.31% $527M
NUVB 0.23% 0.12% +0.11% $14M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LOAR 41.56% 45.17% -3.62% $2.6B
LAD 12.76% 13.51% -0.75% $787M
CRCL 0.59% 0.82% -0.22% $36M
UHAL-B 2.68% 2.89% -0.21% $165M
ET 1.73% 1.84% -0.11% $106M
META 4.70% 4.77% -0.07% $290M
UHAL 0.03% 0.04% -0.00% $2M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $806M 13.1%
Large Cap 5 $1.3B 21.1%
Mid Cap 5 $4.0B 65.6%
Small Cap 1 $14M 0.2%

Portfolio Analytics

Avg Market Cap
$491.1B
Median Market Cap
$14.1B
Avg P/E
42.5
Median P/E
24.4
Avg Dividend Yield
0.01%
Avg Beta
0.86
# Stocks
13
# ETFs / Funds
0

Top Holdings (13 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LOAR 41.56% 32,050,240 $2.6B $80.00 -$198M
2 LAD 12.76% 2,490,534 $787M $316.00 -$39M +45,856 +1.9%
3 ABG 8.54% 2,155,492 $527M $244.45 $24M +46,952 +2.2%
4 GOOGL 8.37% 2,124,130 $516M $243.10 $142M
5 SGI 7.99% 5,845,246 $493M $84.33 $95M
6 CPNG 6.79% 13,017,964 $419M $32.20 $29M
7 META 4.70% 394,755 $290M $734.38 -$1M
8 WTW 4.04% 720,779 $249M $345.45 $28M
9 UHAL-B 2.68% 3,251,469 $165M $50.90 -$11M
10 ET 1.73% 6,205,777 $106M $17.16 -$6M
11 CRCL 0.59% 275,000 $36M $132.58 -$13M
12 NUVB 0.23% 3,811,513 $14M $3.70 $7M
13 UHAL 0.03% 36,401 $2M $57.07 -$127K
View SEC EDGAR Filings for ABRAMS CAPITAL MANAGEMENT, L.P. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms