ABRAMS CAPITAL MANAGEMENT, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| U HAUL HOLDING COMPANY | 36,401 | 36,401 | 0 | 1,834,974 | 1,739,240 | 0.04% | -95,734 |
| U HAUL HOLDING COMPANY | 3,251,469 | 3,251,469 | 0 | 151,973,661 | 145,243,120 | 3.13% | -6,730,541 |
| WILLIS TOWERS WATSON PLC LTD(WTW) | 720,779 | 720,779 | 0 | 236,847,979 | 209,530,455 | 4.52% | -27,317,524 |
| META PLATFORMS INC(META) | 325,155 | 325,155 | 0 | 214,631,564 | 186,030,930 | 4.01% | -28,600,634 |
| NUVATION BIO INC(NUVB) | 3,811,513 | 1,270,504 | -2,541,009 | 34,151,156 | 5,450,462 | 0.12% | -28,700,694 |
| COUPANG INC(CPNG) | 13,017,964 | 13,017,964 | 0 | 307,093,771 | 245,779,160 | 5.30% | -61,314,611 |
| ALPHABET INC(GOOG) | 1,916,630 | 1,865,768 | -50,862 | 599,905,190 | 536,520,246 | 11.57% | -63,384,944 |
| ASBURY AUTOMOTIVE GROUP INC | 2,155,492 | 2,155,492 | 0 | 501,216,555 | 421,204,692 | 9.08% | -80,011,863 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 5,804,136 | 5,798,776 | -5,360 | 518,193,262 | 428,645,522 | 9.24% | -89,547,740 |
| ENERGY TRANSFER L P(ET) | 6,115,417 | 0 | -6,115,417 | 100,843,226 | 0 | — | -100,843,226 |
| LITHIA MTRS INC(LAD) | 2,490,534 | 2,490,534 | 0 | 827,679,164 | 621,936,150 | 13.41% | -205,743,014 |
| LOAR HOLDINGS INC(LOAR) | 32,050,240 | 32,050,240 | 0 | 2,179,416,320 | 1,836,158,250 | 39.59% | -343,258,070 |