Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- trimmed+2.20
- trimmed+1.14
- held
Positions
| LOARLoar Holdings Inc. | 38.41% | 32,050,240 | $2.2B | held | — | 7 q |
| LADLithia Motors, Inc. | 14.59% | 2,490,534 | $828M | held | — | 31 q |
| GOOGLAlphabet Inc. Class A | 10.57% | 1,916,630 | $600M | trimmed−10% | +2.20 pp | 31 q |
| SGISomnigroup International Inc. | 9.13% | 5,804,136 | $518M | trimmed−1% | +1.14 pp | 18 q |
| ABGAsbury Automotive Group, Inc. | 8.83% | 2,155,492 | $501M | held | — | 34 q |
| CPNGCoupang, Inc. | 5.41% | 13,017,964 | $307M | held | — | 18 q |
| WTWWillis Towers Watson Public Limited Company | 4.17% | 720,779 | $237M | held | — | 37 q |
| METAMeta Platforms, Inc. Class A | 3.78% | 325,155 | $215M | trimmed−18% | −0.92 pp | 29 q |
| UHAL.BU-Haul Holding Company | 2.68% | 3,251,469 | $152M | held | — | 13 q |
| ETEnergy Transfer LP | 1.78% | 6,115,417 | $101M | trimmed−1% | +0.05 pp | 24 q |
| NUVBNuvation Bio Inc. | 0.60% | 3,811,513 | $34M | held | — | 20 q |
| UHALU-Haul Holding Company | 0.03% | 36,401 | $2M | held | — | 37 q |
| CRCLCircle Internet Group, Inc. | — | −275,000 | — | exited | −0.59 pp | — |
