Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LOARLoar Holdings Inc. | 40.13% | 38,434,378 | $2.1B | new | +40.13 pp | new |
| LADLithia Motors, Inc. | 11.80% | 2,391,188 | $604M | held | — | 25 q |
| ABGAsbury Automotive Group, Inc. | 9.39% | 2,108,540 | $480M | held | — | 28 q |
| GOOGLAlphabet Inc. Class A | 7.36% | 2,067,195 | $377M | held | — | 25 q |
| METAMeta Platforms, Inc. Class A | 6.12% | 620,547 | $313M | held | — | 23 q |
| ETEnergy Transfer LP | 5.66% | 17,834,322 | $289M | held | — | 18 q |
| CPNGCoupang, Inc. | 5.33% | 13,017,964 | $273M | held | — | 12 q |
| UHAL.BU-Haul Holding Company | 4.16% | 3,545,220 | $213M | held | — | 7 q |
| WTWWillis Towers Watson Public Limited Company | 3.69% | 720,779 | $189M | held | — | 31 q |
| SGISomnigroup International Inc. | 3.33% | 3,600,000 | $170M | held | — | 12 q |
| CWHCamping World Holdings, Inc. | 1.78% | 5,108,808 | $91M | held | — | 24 q |
| UTE0USA Technologies, Inc. | 0.93% | 7,180,000 | $47M | held | — | 14 q |
| NUVBNuvation Bio Inc. | 0.22% | 3,811,513 | $11M | held | — | 14 q |
| UHALU-Haul Holding Company | 0.09% | 75,005 | $5M | trimmed−73% | −0.49 pp | 31 q |
