Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LOARLoar Holdings Inc. | 46.92% | 37,427,917 | $2.6B | held | — | 4 q |
| LADLithia Motors, Inc. | 12.73% | 2,444,678 | $718M | added+2% | −1.02 pp | 28 q |
| ABGAsbury Automotive Group, Inc. | 8.26% | 2,108,540 | $466M | held | — | 31 q |
| SGISomnigroup International Inc. | 6.21% | 5,845,246 | $350M | added+62% | +2.93 pp | 15 q |
| GOOGLAlphabet Inc. Class A | 5.83% | 2,124,130 | $328M | held | — | 28 q |
| CPNGCoupang, Inc. | 5.07% | 13,017,964 | $285M | held | — | 15 q |
| WTWWillis Towers Watson Public Limited Company | 4.32% | 720,779 | $244M | held | — | 34 q |
| METAMeta Platforms, Inc. Class A | 4.04% | 394,755 | $228M | trimmed−29% | −1.21 pp | 26 q |
| UHAL.BU-Haul Holding Company | 3.41% | 3,251,469 | $192M | held | — | 10 q |
| ETEnergy Transfer LP | 2.05% | 6,205,777 | $115M | trimmed−65% | −3.57 pp | 21 q |
| UTE0USA Technologies, Inc. | 1.00% | 7,180,000 | $57M | held | — | 17 q |
| NUVBNuvation Bio Inc. | 0.12% | 3,811,513 | $7M | held | — | 17 q |
| UHALU-Haul Holding Company | 0.04% | 36,401 | $2M | held | — | 34 q |
