What David Abrams Bought in Q3 2025
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$6.17B
Total Value
13
Holdings
0
New Buys
0
Reduced
In Q3 2025, David Abrams reported 13 long equity positions worth $6.17B in their Abrams Capital Management 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 32050240 | $2.56B | 41.56% | — |
| 2 | LAD | LITHIA MTRS INC | 2490534 | $787.0M | 12.76% | +1.9% |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2155492 | $526.9M | 8.54% | +2.2% |
| 4 | GOOGL | ALPHABET INC | 2124130 | $516.4M | 8.37% | — |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | 5845246 | $492.9M | 7.99% | — |
| 6 | CPNG | COUPANG INC | 13017964 | $419.2M | 6.79% | — |
| 7 | META | META PLATFORMS INC | 394755 | $289.9M | 4.70% | — |
| 8 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $249.0M | 4.04% | — |
| 9 | UHAL-B | U HAUL HOLDING COMPANY | 3251469 | $165.5M | 2.68% | — |
| 10 | ET | ENERGY TRANSFER L P | 6205777 | $106.5M | 1.73% | — |
| 11 | CRCL | CIRCLE INTERNET GROUP INC | 275000 | $36.5M | 0.59% | — |
| 12 | NUVB | NUVATION BIO INC | 3811513 | $14.1M | 0.23% | — |
| 13 | UHAL | U HAUL HOLDING COMPANY | 36401 | $2.1M | 0.03% | — |