ABRAMS CAPITAL MANAGEMENT, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ALPHABET INC(GOOG) | 2,124,130 | 2,124,130 | 0 | 374,335,430 | 516,376,003 | 8.37% | +142,040,573 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 5,845,246 | 5,845,246 | 0 | 397,768,990 | 492,929,595 | 7.99% | +95,160,605 |
| COUPANG INC(CPNG) | 13,017,964 | 13,017,964 | 0 | 390,018,201 | 419,178,441 | 6.79% | +29,160,240 |
| WILLIS TOWERS WATSON PLC LTD(WTW) | 720,779 | 720,779 | 0 | 220,918,764 | 248,993,106 | 4.04% | +28,074,342 |
| ASBURY AUTOMOTIVE GROUP INC | 2,108,540 | 2,155,492 | +46,952 | 502,971,132 | 526,910,019 | 8.54% | +23,938,887 |
| NUVATION BIO INC(NUVB) | 3,811,513 | 3,811,513 | 0 | 7,432,450 | 14,102,598 | 0.23% | +6,670,148 |
| U HAUL HOLDING COMPANY | 36,401 | 36,401 | 0 | 2,204,445 | 2,077,405 | 0.03% | -127,040 |
| META PLATFORMS INC(META) | 394,755 | 394,755 | 0 | 291,364,718 | 289,900,177 | 4.70% | -1,464,541 |
| ENERGY TRANSFER L P(ET) | 6,205,777 | 6,205,777 | 0 | 112,510,737 | 106,491,133 | 1.73% | -6,019,604 |
| U HAUL HOLDING COMPANY | 3,251,469 | 3,251,469 | 0 | 176,782,370 | 165,499,772 | 2.68% | -11,282,598 |
| CIRCLE INTERNET GROUP INC(CRCL) | 275,000 | 275,000 | 0 | 49,854,750 | 36,459,500 | 0.59% | -13,395,250 |
| LITHIA MTRS INC(LAD) | 2,444,678 | 2,490,534 | +45,856 | 825,861,122 | 787,008,744 | 12.76% | -38,852,378 |
| LOAR HOLDINGS INC(LOAR) | 32,050,240 | 32,050,240 | 0 | 2,761,769,181 | 2,564,019,200 | 41.56% | -197,749,981 |