What David Abrams Bought in Q2 2025
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$6.11B
Total Value
13
Holdings
1
New Buys
1
Reduced
In Q2 2025, David Abrams reported 13 long equity positions worth $6.11B in their Abrams Capital Management 13F filing, including 1 new positions (largest: CIRCLE INTERNET GROUP INC at $49.9M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 32050240 | $2.76B | 45.17% | -14.4% |
| 2 | LAD | LITHIA MTRS INC | 2444678 | $825.9M | 13.51% | — |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2108540 | $503.0M | 8.23% | — |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 5845246 | $397.8M | 6.51% | — |
| 5 | CPNG | COUPANG INC | 13017964 | $390.0M | 6.38% | — |
| 6 | GOOGL | ALPHABET INC | 2124130 | $374.3M | 6.12% | — |
| 7 | META | META PLATFORMS INC | 394755 | $291.4M | 4.77% | — |
| 8 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $220.9M | 3.61% | — |
| 9 | UHAL-B | U HAUL HOLDING COMPANY | 3251469 | $176.8M | 2.89% | — |
| 10 | ET | ENERGY TRANSFER L P | 6205777 | $112.5M | 1.84% | — |
| 11 | CRCL | CIRCLE INTERNET GROUP INC | 275000 | $49.9M | 0.82% | NEW |
| 12 | NUVB | NUVATION BIO INC | 3811513 | $7.4M | 0.12% | — |
| 13 | UHAL | U HAUL HOLDING COMPANY | 36401 | $2.2M | 0.04% | — |