Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LOARLoar Holdings Inc. | 46.04% | 38,434,378 | $2.9B | held | — | 2 q |
| LADLithia Motors, Inc. | 12.20% | 2,391,188 | $760M | held | — | 26 q |
| ABGAsbury Automotive Group, Inc. | 8.08% | 2,108,540 | $503M | held | — | 29 q |
| METAMeta Platforms, Inc. Class A | 5.70% | 620,547 | $355M | held | — | 24 q |
| GOOGLAlphabet Inc. Class A | 5.51% | 2,067,195 | $343M | held | — | 26 q |
| CPNGCoupang, Inc. | 5.13% | 13,017,964 | $320M | held | — | 13 q |
| ETEnergy Transfer LP | 4.60% | 17,834,322 | $286M | held | — | 19 q |
| UHAL.BU-Haul Holding Company | 3.94% | 3,403,736 | $245M | trimmed−4% | −0.22 pp | 8 q |
| WTWWillis Towers Watson Public Limited Company | 3.41% | 720,779 | $212M | held | — | 32 q |
| SGISomnigroup International Inc. | 3.16% | 3,600,000 | $197M | held | — | 13 q |
| CWHCamping World Holdings, Inc. | 1.21% | 3,108,808 | $75M | trimmed−39% | −0.57 pp | 25 q |
| UTE0USA Technologies, Inc. | 0.85% | 7,180,000 | $53M | held | — | 15 q |
| NUVBNuvation Bio Inc. | 0.14% | 3,811,513 | $9M | held | — | 15 q |
| UHALU-Haul Holding Company | 0.05% | 36,401 | $3M | trimmed−51% | −0.04 pp | 32 q |