Abrams Capital Management 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Abrams Capital Management disclosed 13 US equity positions worth $6.2bn in its Q3 2025 13F filing. The largest position was LOAR at 41.6% of the reported book, followed by LAD and ABG. Against the Q2 2025 filing, it opened 0 new positions, added to 2 and reduced 0 among the top 13 holdings.
What did Abrams Capital Management own in Q3 2025? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | LOAR LOAR HOLDINGS INC | 41.6% | $2.6bn | 32,050,240 | 0% | held | |
| 2 | LAD LITHIA MTRS INC | Consumer Cyclical | 12.8% | $787.0m | 2,490,534 | 2% | added |
| 3 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 8.5% | $526.9m | 2,155,492 | 2% | added |
| 4 | GOOGL ALPHABET INC | Communication Services | 8.4% | $516.4m | 2,124,130 | 0% | held |
| 5 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 8.0% | $492.9m | 5,845,246 | 0% | held |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 6.8% | $419.2m | 13,017,964 | 0% | held |
| 7 | META META PLATFORMS INC | Communication Services | 4.7% | $289.9m | 394,755 | 0% | held |
| 8 | WTW WILLIS TOWERS WATSON PLC LTD | Financial Services | 4.0% | $249.0m | 720,779 | 0% | held |
| 9 | U HAUL HOLDING COMPANY | 2.7% | $165.5m | 3,251,469 | 0% | held | |
| 10 | ET ENERGY TRANSFER L P | Energy | 1.7% | $106.5m | 6,205,777 | 0% | held |
| 11 | CRCL CIRCLE INTERNET GROUP INC | Financial Services | 0.6% | $36.5m | 275,000 | 0% | held |
| 12 | NUVB NUVATION BIO INC | Healthcare | 0.2% | $14.1m | 3,811,513 | 0% | held |
| 13 | UHAL U HAUL HOLDING COMPANY | Industrials | 0.0% | $2.1m | 36,401 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.