What David Abrams Bought in Q4 2025
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$5.67B
Total Value
12
Holdings
0
New Buys
4
Reduced
In Q4 2025, David Abrams reported 12 long equity positions worth $5.67B in their Abrams Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 32050240 | $2.18B | 38.41% | — |
| 2 | LAD | LITHIA MTRS INC | 2490534 | $827.7M | 14.59% | — |
| 3 | GOOGL | ALPHABET INC | 1916630 | $599.9M | 10.57% | -9.8% |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 5804136 | $518.2M | 9.13% | -0.7% |
| 5 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2155492 | $501.2M | 8.83% | — |
| 6 | CPNG | COUPANG INC | 13017964 | $307.1M | 5.41% | — |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $236.8M | 4.17% | — |
| 8 | META | META PLATFORMS INC | 325155 | $214.6M | 3.78% | -17.6% |
| 9 | UHAL-B | U HAUL HOLDING COMPANY | 3251469 | $152.0M | 2.68% | — |
| 10 | ET | ENERGY TRANSFER L P | 6115417 | $100.8M | 1.78% | -1.5% |
| 11 | NUVB | NUVATION BIO INC | 3811513 | $34.2M | 0.60% | — |
| 12 | UHAL | U HAUL HOLDING COMPANY | 36401 | $1.8M | 0.03% | — |