ABRAMS CAPITAL MANAGEMENT, L.P.

PrivateCIK: 1358706
Location

BOSTON, MA

📋 What this filing means

ABRAMS CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $5.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

11
Positions
$5.48B
Total AUM (reported)
62.49M
Total Shares

Allocation by class

TOTAL AUM$5.48B11 positions
COM SHS$2.58B47.1%
COM$1.61B29.5%
CAP STK CL A$489.77M8.9%
CL A$409.28M7.5%
SHS$188.39M3.4%
COM SER N$187.61M3.4%
COM CL A$7.22M0.1%

Portfolio Concentration

Top 369.3%4–1030.7%11–250.0%TOP 10100.0%0%100%
Top 3$3.80B69.3%
4–10$1.68B30.7%
11–25$2.38M0.0%

Top 3 weight

69.3%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 62.49M

Sole

Full voting authority

59.24M

shares

% of voting shares94.8%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

3.25M

shares

% of voting shares5.2%

Investment Discretion (by position count)

Sole11
Shared0
Other0
Dominant voting typeSole · 94.8% of voting shares
Institutional Holdings11
Rows:

LOAR HOLDINGS INC

SOLE
COM SHS
Shares32.05M
TypeSH
Market value$2.58B
47.15%
Sole
32.05M
Shared
0.00
None
0.00

LITHIA MTRS INC

SOLE
COM
Shares2.49M
TypeSH
Market value$723.48M
13.20%
Sole
2.49M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.37M
TypeSH
Market value$489.77M
8.94%
Sole
1.37M
Shared
0.00
None
0.00

SOMNIGROUP INTERNATIONAL INC

SOLE
COM
Shares5.80M
TypeSH
Market value$454.62M
8.30%
Sole
5.80M
Shared
0.00
None
0.00

ASBURY AUTOMOTIVE GROUP INC

SOLE
COM
Shares2.16M
TypeSH
Market value$433.43M
7.91%
Sole
2.16M
Shared
0.00
None
0.00

COUPANG INC

SOLE
CL A
Shares13.02M
TypeSH
Market value$226.12M
4.13%
Sole
13.02M
Shared
0.00
None
0.00

WILLIS TOWERS WATSON PLC LTD

SOLE
SHS
Shares720.78K
TypeSH
Market value$188.39M
3.44%
Sole
720.78K
Shared
0.00
None
0.00

U HAUL HOLDING COMPANY

SOLE
COM SER N
Shares3.25M
TypeSH
Market value$187.61M
3.42%
Sole
0.00
Shared
0.00
None
3.25M

META PLATFORMS INC

SOLE
CL A
Shares325.15K
TypeSH
Market value$183.16M
3.34%
Sole
325.15K
Shared
0.00
None
0.00

NUVATION BIO INC

SOLE
COM CL A
Shares1.27M
TypeSH
Market value$7.22M
0.13%
Sole
1.27M
Shared
0.00
None
0.00

U HAUL HOLDING COMPANY

SOLE
COM
Shares36.40K
TypeSH
Market value$2.38M
0.04%
Sole
36.40K
Shared
0.00
None
0.00