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

Location: Boston, MA

CIK: 0001358706 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $5.674B (100.0% shares, 0.0% debt)

Holdings (12)

LOAR LOAR HOLDINGS INC 38.4%

Value $2.179B Shares 32,050,240 Est. Cost $54.19 Unrealized +34.5%

LAD LITHIA MTRS INC 14.6%

Value $828M Shares 2,490,534 Est. Cost $114.03 Unrealized +178.5%

GOOGL ALPHABET INC 10.6%

Value $600M Shares 1,916,630 Est. Cost $109.14 Unrealized +161.7%

SGI SOMNIGROUP INTERNATIONAL INC 9.1%

Value $518M Shares 5,804,136 Est. Cost $50.16 Unrealized +74.2%

ABG ASBURY AUTOMOTIVE GROUP INC 8.8%

Value $501M Shares 2,155,492 Est. Cost $68.21 Unrealized +246.6%

CPNG COUPANG INC 5.4%

Value $307M Shares 13,017,964 Est. Cost $28.29 Unrealized +0.6%

WTW WILLIS TOWERS WATSON PLC LTD 4.2%

Value $237M Shares 720,779 Est. Cost $109.67 Unrealized +197.7%

META META PLATFORMS INC 3.8%

Value $215M Shares 325,155 Est. Cost $136.16 Unrealized +390.1%

UHAL/B U HAUL HOLDING COMPANY 2.7%

Value $152M Shares 3,251,469 Est. Cost $57.91 Unrealized -15.9%

ET ENERGY TRANSFER L P 1.8%

Value $101M Shares 6,115,417 Est. Cost $4.92 Unrealized —

NUVB NUVATION BIO INC 0.6%

Value $34.15M Shares 3,811,513 Est. Cost $11.18 Unrealized -44.6%

UHAL U HAUL HOLDING COMPANY 0.0%

Value $1.835M Shares 36,401 Est. Cost $35.95 Unrealized +48.0%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LOAR	LOAR HOLDINGS INC	32,050,240	$2.179B	38.4%	$54.19	+34.5%	COM SHS	53947R105
LAD	LITHIA MTRS INC	2,490,534	$828M	14.6%	$114.03	+178.5%	COM	536797103
GOOGL	ALPHABET INC	1,916,630	$600M	10.6%	$109.14	+161.7%	CAP STK CL A	02079K305
SGI	SOMNIGROUP INTERNATIONAL INC	5,804,136	$518M	9.1%	$50.16	+74.2%	COM	88023U101
ABG	ASBURY AUTOMOTIVE GROUP INC	2,155,492	$501M	8.8%	$68.21	+246.6%	COM	043436104
CPNG	COUPANG INC	13,017,964	$307M	5.4%	$28.29	+0.6%	CL A	22266T109
WTW	WILLIS TOWERS WATSON PLC LTD	720,779	$237M	4.2%	$109.67	+197.7%	SHS	G96629103
META	META PLATFORMS INC	325,155	$215M	3.8%	$136.16	+390.1%	CL A	30303M102
UHAL/B	U HAUL HOLDING COMPANY	3,251,469	$152M	2.7%	$57.91	-15.9%	COM SER N	023586506
ET	ENERGY TRANSFER L P	6,115,417	$101M	1.8%	$4.92	—	COM UT LTD PTN	29273V100
NUVB	NUVATION BIO INC	3,811,513	$34.15M	0.6%	$11.18	-44.6%	COM CL A	67080N101
UHAL	U HAUL HOLDING COMPANY	36,401	$1.835M	0.0%	$35.95	+48.0%	COM	023586100