What David Abrams Bought in Q1 2025
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$5.64B
Total Value
13
Holdings
0
New Buys
1
Reduced
In Q1 2025, David Abrams reported 13 long equity positions worth $5.64B in their Abrams Capital Management 13F filing and 3 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 37427917 | $2.64B | 46.92% | — |
| 2 | LAD | LITHIA MTRS INC | 2444678 | $717.6M | 12.73% | +2.2% |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2108540 | $465.6M | 8.26% | — |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 5845246 | $350.0M | 6.21% | +62.4% |
| 5 | GOOGL | ALPHABET INC | 2124130 | $328.5M | 5.83% | — |
| 6 | CPNG | COUPANG INC | 13017964 | $285.5M | 5.07% | — |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $243.6M | 4.32% | — |
| 8 | META | META PLATFORMS INC | 394755 | $227.5M | 4.04% | -29.2% |
| 9 | UHAL-B | U HAUL HOLDING COMPANY | 3251469 | $192.4M | 3.41% | — |
| 10 | ET | ENERGY TRANSFER L P | 6205777 | $115.4M | 2.05% | +-65.2% |
| 11 | CTLPP | CANTALOUPE INC | 7180000 | $56.5M | 1.00% | — |
| 12 | NUVB | NUVATION BIO INC | 3811513 | $6.7M | 0.12% | — |
| 13 | UHAL | U HAUL HOLDING COMPANY | 36401 | $2.4M | 0.04% | — |