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

Location: Boston, MA

CIK: 0001358706 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 7, 2025

Total Value: $6.17B (100.0% shares, 0.0% debt)

Holdings (13)

LOAR LOAR HOLDINGS INC 41.6%

Value $2.564B Shares 32,050,240 Est. Cost $54.19 Unrealized +38.8%

LAD LITHIA MTRS INC 12.8%

Value $787M Shares 2,490,534 Est. Cost $114.03 Unrealized +182.9%

ABG ASBURY AUTOMOTIVE GROUP INC 8.5%

Value $527M Shares 2,155,492 Est. Cost $68.21 Unrealized +256.3%

GOOGL ALPHABET INC 8.4%

Value $516M Shares 2,124,130 Est. Cost $109.14 Unrealized +91.7%

SGI SOMNIGROUP INTERNATIONAL INC 8.0%

Value $493M Shares 5,845,246 Est. Cost $50.16 Unrealized +57.1%

CPNG COUPANG INC 6.8%

Value $419M Shares 13,017,964 Est. Cost $28.29 Unrealized +6.9%

META META PLATFORMS INC 4.7%

Value $290M Shares 394,755 Est. Cost $136.16 Unrealized +445.8%

WTW WILLIS TOWERS WATSON PLC LTD 4.0%

Value $249M Shares 720,779 Est. Cost $109.67 Unrealized +193.7%

UHAL/B U HAUL HOLDING COMPANY 2.7%

Value $165M Shares 3,251,469 Est. Cost $57.91 Unrealized -8.0%

ET ENERGY TRANSFER L P 1.7%

Value $106M Shares 6,205,777 Est. Cost $4.92 Unrealized —

CRCL CIRCLE INTERNET GROUP INC 0.6%

Value $36.46M Shares 275,000 Est. Cost $162.91 Unrealized -2.9%

NUVB NUVATION BIO INC 0.2%

Value $14.1M Shares 3,811,513 Est. Cost $11.18 Unrealized -75.6%

UHAL U HAUL HOLDING COMPANY 0.0%

Value $2.077M Shares 36,401 Est. Cost $35.95 Unrealized +63.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LOAR	LOAR HOLDINGS INC	32,050,240	$2.564B	41.6%	$54.19	+38.8%	COM SHS	53947R105
LAD	LITHIA MTRS INC	2,490,534	$787M	12.8%	$114.03	+182.9%	COM	536797103
ABG	ASBURY AUTOMOTIVE GROUP INC	2,155,492	$527M	8.5%	$68.21	+256.3%	COM	043436104
GOOGL	ALPHABET INC	2,124,130	$516M	8.4%	$109.14	+91.7%	CAP STK CL A	02079K305
SGI	SOMNIGROUP INTERNATIONAL INC	5,845,246	$493M	8.0%	$50.16	+57.1%	COM	88023U101
CPNG	COUPANG INC	13,017,964	$419M	6.8%	$28.29	+6.9%	CL A	22266T109
META	META PLATFORMS INC	394,755	$290M	4.7%	$136.16	+445.8%	CL A	30303M102
WTW	WILLIS TOWERS WATSON PLC LTD	720,779	$249M	4.0%	$109.67	+193.7%	SHS	G96629103
UHAL/B	U HAUL HOLDING COMPANY	3,251,469	$165M	2.7%	$57.91	-8.0%	COM SER N	023586506
ET	ENERGY TRANSFER L P	6,205,777	$106M	1.7%	$4.92	—	COM UT LTD PTN	29273V100
CRCL	CIRCLE INTERNET GROUP INC	275,000	$36.46M	0.6%	$162.91	-2.9%	COM CL A	172573107
NUVB	NUVATION BIO INC	3,811,513	$14.1M	0.2%	$11.18	-75.6%	COM CL A	67080N101
UHAL	U HAUL HOLDING COMPANY	36,401	$2.077M	0.0%	$35.95	+63.9%	COM	023586100