ABRAMS CAPITAL MANAGEMENT, L.P. Long-Term Concentrated

Location: Boston, MA

CIK: 0001358706 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 7, 2025

Total Value: $6.217B (100.0% shares, 0.0% debt)

Holdings (13)

LOAR LOAR HOLDINGS INC 44.5%

Value $2.766B Shares 37,427,917 Est. Cost $54.19 Unrealized +51.3%

LAD LITHIA MTRS INC 13.7%

Value $855M Shares 2,391,188 Est. Cost $104.96 Unrealized +235.6%

ABG ASBURY AUTOMOTIVE GROUP INC 8.2%

Value $512M Shares 2,108,540 Est. Cost $64.32 Unrealized +280.9%

GOOGL ALPHABET INC 6.5%

Value $402M Shares 2,124,130 Est. Cost $109.14 Unrealized +59.6%

ET ENERGY TRANSFER L P 5.6%

Value $349M Shares 17,834,322 Est. Cost $4.92 Unrealized —

META META PLATFORMS INC 5.3%

Value $327M Shares 557,752 Est. Cost $136.16 Unrealized +329.4%

CPNG COUPANG INC 4.6%

Value $286M Shares 13,017,964 Est. Cost $28.29 Unrealized -13.2%

WTW WILLIS TOWERS WATSON PLC LTD 3.6%

Value $226M Shares 720,779 Est. Cost $109.67 Unrealized +175.8%

UHAL/B U HAUL HOLDING COMPANY 3.3%

Value $208M Shares 3,251,469 Est. Cost $57.91 Unrealized +13.5%

SGI TEMPUR SEALY INTL INC 3.3%

Value $204M Shares 3,600,000 Est. Cost $43.69 Unrealized +22.1%

CTLP CANTALOUPE INC 1.1%

Value $68.28M Shares 7,180,000 Est. Cost $7.51 Unrealized +21.3%

NUVB NUVATION BIO INC 0.2%

Value $10.14M Shares 3,811,513 Est. Cost $11.18 Unrealized -77.0%

UHAL U HAUL HOLDING COMPANY 0.0%

Value $2.515M Shares 36,401 Est. Cost $35.95 Unrealized +101.7%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LOAR	LOAR HOLDINGS INC	37,427,917	$2.766B	44.5%	$54.19	+51.3%	COM SHS	53947R105
LAD	LITHIA MTRS INC	2,391,188	$855M	13.7%	$104.96	+235.6%	COM	536797103
ABG	ASBURY AUTOMOTIVE GROUP INC	2,108,540	$512M	8.2%	$64.32	+280.9%	COM	043436104
GOOGL	ALPHABET INC	2,124,130	$402M	6.5%	$109.14	+59.6%	CAP STK CL A	02079K305
ET	ENERGY TRANSFER L P	17,834,322	$349M	5.6%	$4.92	—	COM UT LTD PTN	29273V100
META	META PLATFORMS INC	557,752	$327M	5.3%	$136.16	+329.4%	CL A	30303M102
CPNG	COUPANG INC	13,017,964	$286M	4.6%	$28.29	-13.2%	CL A	22266T109
WTW	WILLIS TOWERS WATSON PLC LTD	720,779	$226M	3.6%	$109.67	+175.8%	SHS	G96629103
UHAL/B	U HAUL HOLDING COMPANY	3,251,469	$208M	3.3%	$57.91	+13.5%	COM SER N	023586506
SGI	TEMPUR SEALY INTL INC	3,600,000	$204M	3.3%	$43.69	+22.1%	COM	88023U101
CTLP	CANTALOUPE INC	7,180,000	$68.28M	1.1%	$7.51	+21.3%	COM	138103106
NUVB	NUVATION BIO INC	3,811,513	$10.14M	0.2%	$11.18	-77.0%	COM CL A	67080N101
UHAL	U HAUL HOLDING COMPANY	36,401	$2.515M	0.0%	$35.95	+101.7%	COM	023586100