Abrams Capital Management

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 8, 2024), David Abrams's Abrams Capital Management reported 14 stock positions worth $6.2 billion. Its top holding was Loar (LOAR) at 46.0% of the portfolio, followed by Lithia Motors (LAD, 12.2%) and Asbury Automotive (ABG, 8.1%). Compared with Q2 2024, it reduced 3. The biggest sale was Camping World Class A (CWH, shares −39%).

Most Recent 13F
Q2 2026
Notable People
David Abrams
Location
Boston, MA
CIK
0001358706
Portfolio Value
$6.2B (Q3 2024)
SEC Filing
0001172661-24-004539 ↗ filed Nov 8, 2024

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $3.2B Q1 2024 Q2 2024: $5.1B Q2 2024 Q3 2024: $6.2B $6.2B Q3 2024 Q4 2024: $6.2B Q4 2024 Q1 2025: $5.6B Q1 2025 Q2 2025: $6.1B Q2 2025 Q3 2025: $6.2B Q3 2025 Q4 2025: $5.7B Q4 2025 Q1 2026: $4.6B Q1 2026 Q2 2026: $5.5B Q2 2026

Holdings 14 stocks · $6.2B
LOAR Loar Holdings Inc. 46.04% 38,434,378 $2.9B No change
LAD Lithia Motors Inc. 12.20% 2,391,188 $759.5M No change
ABG Asbury Automotive Group 8.08% 2,108,540 $503.1M No change
META Meta Platforms Inc. Class A 5.70% 620,547 $355.2M No change
GOOGL Alphabet Inc. Class A 5.51% 2,067,195 $342.8M No change
CPNG Coupang Inc. 5.13% 13,017,964 $319.6M No change
ET Energy Transfer LP 4.60% 17,834,322 $286.2M No change
UHAL.B U-Haul Holding Co.-Non Voting 3.94% 3,403,736 $245.1M Reduce -4.0%
WTW Willis Towers Watson PLC 3.41% 720,779 $212.3M No change
SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC 3.16% 3,600,000 $196.6M No change
CWH Camping World Holdings Inc. Class A 1.21% 3,108,808 $75.3M Reduce -39.1%
CTLP Cantaloupe Inc. 0.85% 7,180,000 $53.1M No change
NUVB Nuvation Bio Inc. 0.14% 3,811,513 $8.7M No change
UHAL U-Haul Holding Co. 0.05% 36,401 $2.8M Reduce -51.5%

Portfolio Sells Q2 2024 → Q3 2024
CWH Camping World Holdings Inc. Class A Reduce -39.1% 1.21% −0.57
UHAL.B U-Haul Holding Co.-Non Voting Reduce -4.0% 3.94% −0.22
UHAL U-Haul Holding Co. Reduce -51.5% 0.05% −0.05

Portfolio Buys Q2 2024 → Q3 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$5.5BLOAR, LAD, GOOGL, SGI, ABG
Q1 2026 11$4.6BLOAR, LAD, GOOGL, SGI, ABG
Q4 2025 12$5.7BLOAR, LAD, GOOGL, SGI, ABG
Q3 2025 13$6.2BLOAR, LAD, ABG, GOOGL, SGI
Q2 2025 13$6.1BLOAR, LAD, ABG, SGI, CPNG
Q1 2025 13$5.6BLOAR, LAD, ABG, SGI, GOOGL
Q4 2024 13$6.2BLOAR, LAD, ABG, GOOGL, ET
Q3 2024 14$6.2BLOAR, LAD, ABG, META, GOOGL
Q2 2024 14$5.1BLOAR, LAD, ABG, GOOGL, META
Q1 2024 13$3.2BLAD, ABG, GOOGL, META, ET