Abrams Capital Management
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), David Abrams's Abrams Capital Management reported 13 stock positions worth $6.2 billion. Its top holding was Loar (LOAR) at 44.5% of the portfolio, followed by Lithia Motors (LAD, 13.7%) and Asbury Automotive (ABG, 8.2%). Compared with Q3 2024, it sold out of 1, added to 1 and reduced 3. The biggest buy was Alphabet Class A (GOOGL, shares +3%) and the biggest sale Loar (LOAR, shares −3%).
- Most Recent 13F
- Q2 2026
- Notable People
- David Abrams
- Location
- Boston, MA
- CIK
- 0001358706
- Portfolio Value
- $6.2B (Q4 2024)
- SEC Filing
- 0001172661-25-000576 ↗ filed Feb 7, 2025
Holdings Value
Holdings 13 stocks · $6.2B
| LOAR Loar Holdings Inc. | 44.50% | 37,427,917 | $2.8B | Reduce -2.6% |
| LAD Lithia Motors Inc. | 13.75% | 2,391,188 | $854.7M | No change |
| ABG Asbury Automotive Group | 8.24% | 2,108,540 | $512.4M | No change |
| GOOGL Alphabet Inc. Class A | 6.47% | 2,124,130 | $402.1M | Add +2.8% |
| ET Energy Transfer LP | 5.62% | 17,834,322 | $349.4M | No change |
| META Meta Platforms Inc. Class A | 5.25% | 557,752 | $326.6M | Reduce -10.1% |
| CPNG Coupang Inc. | 4.60% | 13,017,964 | $286.1M | No change |
| WTW Willis Towers Watson PLC | 3.63% | 720,779 | $225.8M | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 3.35% | 3,251,469 | $208.3M | Reduce -4.5% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 3.28% | 3,600,000 | $204.1M | No change |
| CTLP Cantaloupe Inc. | 1.10% | 7,180,000 | $68.3M | No change |
| NUVB Nuvation Bio Inc. | 0.16% | 3,811,513 | $10.1M | No change |
| UHAL U-Haul Holding Co. | 0.04% | 36,401 | $2.5M | No change |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| GOOGL Alphabet Inc. Class A | Add +2.8% | 6.47% | +0.96 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $5.5B | LOAR, LAD, GOOGL, SGI, ABG |
| Q1 2026 | 11 | $4.6B | LOAR, LAD, GOOGL, SGI, ABG |
| Q4 2025 | 12 | $5.7B | LOAR, LAD, GOOGL, SGI, ABG |
| Q3 2025 | 13 | $6.2B | LOAR, LAD, ABG, GOOGL, SGI |
| Q2 2025 | 13 | $6.1B | LOAR, LAD, ABG, SGI, CPNG |
| Q1 2025 | 13 | $5.6B | LOAR, LAD, ABG, SGI, GOOGL |
| Q4 2024 | 13 | $6.2B | LOAR, LAD, ABG, GOOGL, ET |
| Q3 2024 | 14 | $6.2B | LOAR, LAD, ABG, META, GOOGL |
| Q2 2024 | 14 | $5.1B | LOAR, LAD, ABG, GOOGL, META |
| Q1 2024 | 13 | $3.2B | LAD, ABG, GOOGL, META, ET |