Abrams Capital Management
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), David Abrams's Abrams Capital Management reported 13 stock positions worth $6.1 billion. Its top holding was Loar (LOAR) at 45.2% of the portfolio, followed by Lithia Motors (LAD, 13.5%) and Asbury Automotive (ABG, 8.2%). Compared with Q1 2025, it opened 1 new position, sold out of 1 and reduced 1. The biggest buy was a new position in Circle Internet (CRCL) and the biggest sale Loar (LOAR, shares −14%).
- Most Recent 13F
- Q2 2026
- Notable People
- David Abrams
- Location
- Boston, MA
- CIK
- 0001358706
- Portfolio Value
- $6.1B (Q2 2025)
- SEC Filing
- 0001172661-25-002983 ↗ filed Aug 8, 2025
Holdings Value
Holdings 13 stocks · $6.1B
| LOAR Loar Holdings Inc. | 45.17% | 32,050,240 | $2.8B | Reduce -14.4% |
| LAD Lithia Motors Inc. | 13.51% | 2,444,678 | $825.9M | No change |
| ABG Asbury Automotive Group | 8.23% | 2,108,540 | $503.0M | No change |
| SGI Somnigroup International Inc. | 6.51% | 5,845,246 | $397.8M | No change |
| CPNG Coupang Inc. | 6.38% | 13,017,964 | $390.0M | No change |
| GOOGL Alphabet Inc. Class A | 6.12% | 2,124,130 | $374.3M | No change |
| META Meta Platforms Inc. Class A | 4.77% | 394,755 | $291.4M | No change |
| WTW Willis Towers Watson PLC | 3.61% | 720,779 | $220.9M | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 2.89% | 3,251,469 | $176.8M | No change |
| ET Energy Transfer LP | 1.84% | 6,205,777 | $112.5M | No change |
| CRCL Circle Internet Group Inc. | 0.82% | 275,000 | $49.9M | New |
| NUVB Nuvation Bio Inc. | 0.12% | 3,811,513 | $7.4M | No change |
| UHAL U-Haul Holding Co. | 0.04% | 36,401 | $2.2M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| CRCL Circle Internet Group Inc. | New | 0.82% | +0.82 |
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 |