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

Location: Boston, MA

CIK: 0001358706 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 8, 2025

Total Value: $6.114B (100.0% shares, 0.0% debt)

Holdings (13)

LOAR LOAR HOLDINGS INC 45.2%

Value $2.762B Shares 32,050,240 Est. Cost $54.19 Unrealized +59.7%

LAD LITHIA MTRS INC 13.5%

Value $826M Shares 2,444,678 Est. Cost $110.12 Unrealized +180.9%

ABG ASBURY AUTOMOTIVE GROUP INC 8.2%

Value $503M Shares 2,108,540 Est. Cost $64.32 Unrealized +255.4%

SGI SOMNIGROUP INTERNATIONAL INC 6.5%

Value $398M Shares 5,845,246 Est. Cost $50.16 Unrealized +25.4%

CPNG COUPANG INC 6.4%

Value $390M Shares 13,017,964 Est. Cost $28.29 Unrealized -9.4%

GOOGL ALPHABET INC 6.1%

Value $374M Shares 2,124,130 Est. Cost $109.14 Unrealized +49.6%

META META PLATFORMS INC 4.8%

Value $291M Shares 394,755 Est. Cost $136.16 Unrealized +352.8%

WTW WILLIS TOWERS WATSON PLC LTD 3.6%

Value $221M Shares 720,779 Est. Cost $109.67 Unrealized +180.4%

UHAL/B U HAUL HOLDING COMPANY 2.9%

Value $177M Shares 3,251,469 Est. Cost $57.91 Unrealized -3.6%

ET ENERGY TRANSFER L P 1.8%

Value $113M Shares 6,205,777 Est. Cost $4.92 Unrealized —

CRCL CIRCLE INTERNET GROUP INC 0.8%

Value $49.85M Shares 275,000 Est. Cost $162.91 Unrealized 0.0%

NUVB NUVATION BIO INC 0.1%

Value $7.432M Shares 3,811,513 Est. Cost $11.18 Unrealized -81.4%

UHAL U HAUL HOLDING COMPANY 0.0%

Value $2.204M Shares 36,401 Est. Cost $35.95 Unrealized +74.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LOAR	LOAR HOLDINGS INC	32,050,240	$2.762B	45.2%	$54.19	+59.7%	COM SHS	53947R105
LAD	LITHIA MTRS INC	2,444,678	$826M	13.5%	$110.12	+180.9%	COM	536797103
ABG	ASBURY AUTOMOTIVE GROUP INC	2,108,540	$503M	8.2%	$64.32	+255.4%	COM	043436104
SGI	SOMNIGROUP INTERNATIONAL INC	5,845,246	$398M	6.5%	$50.16	+25.4%	COM	88023U101
CPNG	COUPANG INC	13,017,964	$390M	6.4%	$28.29	-9.4%	CL A	22266T109
GOOGL	ALPHABET INC	2,124,130	$374M	6.1%	$109.14	+49.6%	CAP STK CL A	02079K305
META	META PLATFORMS INC	394,755	$291M	4.8%	$136.16	+352.8%	CL A	30303M102
WTW	WILLIS TOWERS WATSON PLC LTD	720,779	$221M	3.6%	$109.67	+180.4%	SHS	G96629103
UHAL/B	U HAUL HOLDING COMPANY	3,251,469	$177M	2.9%	$57.91	-3.6%	COM SER N	023586506
ET	ENERGY TRANSFER L P	6,205,777	$113M	1.8%	$4.92	—	COM UT LTD PTN	29273V100
CRCL	CIRCLE INTERNET GROUP INC	275,000	$49.85M	0.8%	$162.91	0.0%	COM CL A	172573107
NUVB	NUVATION BIO INC	3,811,513	$7.432M	0.1%	$11.18	-81.4%	COM CL A	67080N101
UHAL	U HAUL HOLDING COMPANY	36,401	$2.204M	0.0%	$35.95	+74.0%	COM	023586100