Abrams Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| LOARLoar Holdings Inc. | 39.59% | 32,050,240 | $1.8B | held | — | 8 q |
| LADLithia Motors, Inc. | 13.41% | 2,490,534 | $622M | held | — | 32 q |
| GOOGLAlphabet Inc. Class A | 11.57% | 1,865,768 | $537M | trimmed−3% | +1.00 pp | 32 q |
| SGISomnigroup International Inc. | 9.24% | 5,798,776 | $429M | trimmed−0% | +0.11 pp | 19 q |
| ABGAsbury Automotive Group, Inc. | 9.08% | 2,155,492 | $421M | held | — | 35 q |
| CPNGCoupang, Inc. | 5.30% | 13,017,964 | $246M | held | — | 19 q |
| WTWWillis Towers Watson Public Limited Company | 4.52% | 720,779 | $210M | held | — | 38 q |
| METAMeta Platforms, Inc. Class A | 4.01% | 325,155 | $186M | held | — | 30 q |
| UHAL.BU-Haul Holding Company | 3.13% | 3,251,469 | $145M | held | — | 14 q |
| NUVBNuvation Bio Inc. | 0.12% | 1,270,504 | $5M | trimmed−67% | −0.48 pp | 21 q |
| UHALU-Haul Holding Company | 0.04% | 36,401 | $2M | held | — | 38 q |
| ETEnergy Transfer LP | — | −6,115,417 | — | exited | −1.78 pp | — |
