Abrams Capital Management, L.P.
Institutional investor · Portfolio as of Q4 2024
Top Holdings13 positions
 Loar Holdings Inc. | 37.4M | $2.8B | 44.5% | $53.41 | +38.38% | 3 qtrssince 2024-Q2 | Decreased 0 |
 Lithia Motors, Inc. | 2.4M | $854.7M | 13.7% | $136.76 | +157.32% | 22 qtrssince 2019-Q3 | Unchanged 0 |
 Asbury Automotive Group Inc | 2.1M | $512.4M | 8.2% | $97.53 | +149.17% | 22 qtrssince 2019-Q3 | Unchanged 0 |
 Alphabet Inc. | 2.1M | $402.1M | 6.5% | $63.41 | +196.79% | 22 qtrssince 2019-Q3 | Increased 65 |
 ENERGY TRANSFER L P | 17.8M | $349.4M | 5.6% | $2.86 | +493.39% | 20 qtrssince 2020-Q1 | Unchanged 0 |
 Meta Platforms, Inc. | 557,752 | $326.6M | 5.3% | $149.91 | +288.35% | 22 qtrssince 2019-Q3 | Decreased 0 |
 Coupang, Inc. | 13M | $286.1M | 4.6% | $25.49 | -13.76% | 14 qtrssince 2021-Q3 | Unchanged 0 |
 Willis Towers Watson Public Limited Company | 720,779 | $225.8M | 3.6% | $175.72 | +74.47% | 22 qtrssince 2019-Q3 | Unchanged 0 |
 U-Haul Holding Company | 3.3M | $208.3M | 3.3% | $54.28 | +17.22% | 9 qtrssince 2022-Q4 | Decreased 0 |
 Somnigroup International Inc. | 3.6M | $204.1M | 3.3% | $44.05 | +26.71% | 14 qtrssince 2021-Q3 | Unchanged 0 |
 CANTALOUPE INC | 7.2M | $68.3M | 1.1% | — | — | 15 qtrssince 2021-Q2 | Unchanged 0 |
 Nuvation Bio Inc. | 3.8M | $10.1M | 0.2% | $10.45 | -74.55% | 16 qtrssince 2021-Q1 | Unchanged 0 |
UH U-Haul Holding Company | 36,401 | $2.5M | 0.0% | $38.56 | +79.17% | 22 qtrssince 2019-Q3 | Unchanged 0 |
| Quarter | Reported value in US dollars | Reported value change |
|---|---|---|
| 2023-Q3 | $3,026,542,781 | -12.9706030898% |
| 2023-Q4 | $3,217,793,572 | 6.31911738372% |
| 2024-Q1 | $3,202,207,229 | -0.484379828949% |
| 2024-Q2 | $5,114,883,475 | 59.7299334246% |
| 2024-Q3 | $6,227,231,945 | 21.7472885831% |
| 2024-Q4 | $6,216,647,321 | -0.169973177384% |
Abrams Capital Management, L.P. manages $6.2B across 13 positions as of Q4 2024. Top holdings: LOAR (44.5%), LAD (13.7%), ABG (8.2%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Exited CWH; increased 1, led by GOOGL (+56,935 shares); trimmed 3, led by LOAR (−1M shares). Top move: GOOGL (INCREASED, conviction 65). Portfolio: $6.2B across 13 positions.
Top holdings by portfolio weight
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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