Abrams Capital Management
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), David Abrams's Abrams Capital Management reported 13 stock positions worth $6.2 billion. Its top holding was Loar (LOAR) at 41.6% of the portfolio, followed by Lithia Motors (LAD, 12.8%) and Asbury Automotive (ABG, 8.5%). Compared with Q2 2025, it added to 2. The biggest buy was Asbury Automotive (ABG, shares +2%).
- Most Recent 13F
- Q2 2026
- Notable People
- David Abrams
- Location
- Boston, MA
- CIK
- 0001358706
- Portfolio Value
- $6.2B (Q3 2025)
- SEC Filing
- 0001172661-25-004648 ↗ filed Nov 7, 2025
Holdings Value
Holdings 13 stocks · $6.2B
| LOAR Loar Holdings Inc. | 41.56% | 32,050,240 | $2.6B | No change |
| LAD Lithia Motors Inc. | 12.76% | 2,490,534 | $787.0M | Add +1.9% |
| ABG Asbury Automotive Group | 8.54% | 2,155,492 | $526.9M | Add +2.2% |
| GOOGL Alphabet Inc. Class A | 8.37% | 2,124,130 | $516.4M | No change |
| SGI Somnigroup International Inc. | 7.99% | 5,845,246 | $492.9M | No change |
| CPNG Coupang Inc. | 6.79% | 13,017,964 | $419.2M | No change |
| META Meta Platforms Inc. Class A | 4.70% | 394,755 | $289.9M | No change |
| WTW Willis Towers Watson PLC | 4.04% | 720,779 | $249.0M | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 2.68% | 3,251,469 | $165.5M | No change |
| ET Energy Transfer LP | 1.73% | 6,205,777 | $106.5M | No change |
| CRCL Circle Internet Group Inc. | 0.59% | 275,000 | $36.5M | No change |
| NUVB Nuvation Bio Inc. | 0.23% | 3,811,513 | $14.1M | No change |
| UHAL U-Haul Holding Co. | 0.03% | 36,401 | $2.1M | No change |
Portfolio Sells Q2 2025 → Q3 2025
| None this quarter. | |||
Portfolio Buys Q2 2025 → Q3 2025
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 |