StockDrifts LogoStockDrifts

Abrams Capital Management, L.p.

Portfolio Manager
Abrams Capital Management, L.p.
Performance
-15.71% (2026 Q1)
AUM (13F)
$4.64B
# of Holdings
11
Performance Rank
Allocation (Top 20)
100.01%

Abrams Capital Management, L.p. Holdings Map

Top 11 Abrams Capital Management, L.p. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
LOAR
LOAR HOLDINGS INC
39.59%32.05M$1.84B
+0.00%(+0)
2025-Q1: 37.43M shares2025-Q2: 32.05M shares2025-Q3: 32.05M shares2025-Q4: 32.05M shares2026-Q1: 32.05M shares
$53.41(+16.21%)
2026-03-31
LAD
LITHIA MTRS INC
13.41%2.49M$621.9M
+0.00%(+0)
2025-Q1: 2.44M shares2025-Q2: 2.44M shares2025-Q3: 2.49M shares2025-Q4: 2.49M shares2026-Q1: 2.49M shares
$108.49(+153.26%)
2026-03-31
GOOGL
ALPHABET INC
11.57%1.87M$536.5M
-2.65%(-50.86K)
2025-Q1: 2.12M shares2025-Q2: 2.12M shares2025-Q3: 2.12M shares2025-Q4: 1.92M shares2026-Q1: 1.87M shares
$58.88(+581.15%)
2026-03-31
SGI
SOMNIGROUP INTERNATIONAL INC
9.24%5.80M$428.6M
-0.09%(-5.36K)
2025-Q1: 5.85M shares2025-Q2: 5.85M shares2025-Q3: 5.85M shares2025-Q4: 5.80M shares2026-Q1: 5.80M shares
$48.75(+32.29%)
2026-03-31
ABG
ASBURY AUTOMOTIVE GROUP INC
9.08%2.16M$421.2M
+0.00%(+0)
2025-Q1: 2.11M shares2025-Q2: 2.11M shares2025-Q3: 2.16M shares2025-Q4: 2.16M shares2026-Q1: 2.16M shares
$69.96(+176.01%)
2026-03-31
CPNG
COUPANG INC
5.3%13.02M$245.8M
+0.00%(+0)
2025-Q1: 13.02M shares2025-Q2: 13.02M shares2025-Q3: 13.02M shares2025-Q4: 13.02M shares2026-Q1: 13.02M shares
$29.13(-43.04%)
2026-03-31
WTW
WILLIS TOWERS WATSON PLC LTD
4.52%720.8K$209.5M
+0.00%(+0)
2025-Q1: 720.8K shares2025-Q2: 720.8K shares2025-Q3: 720.8K shares2025-Q4: 720.8K shares2026-Q1: 720.8K shares
$132.17(+87.36%)
2026-03-31
META
META PLATFORMS INC
4.01%325.2K$186.0M
+0.00%(+0)
2025-Q1: 394.8K shares2025-Q2: 394.8K shares2025-Q3: 394.8K shares2025-Q4: 325.2K shares2026-Q1: 325.2K shares
$142.22(+334.84%)
2026-03-31
UHAL.B
U HAUL HOLDING COMPANY
3.13%3.25M$145.2M
+0.00%(+0)
2025-Q1: 3.25M shares2025-Q2: 3.25M shares2025-Q3: 3.25M shares2025-Q4: 3.25M shares2026-Q1: 3.25M shares
$54980.00(-99.92%)
2026-03-31
NUVB
NUVATION BIO INC
0.12%1.27M$5.5M
-66.67%(-2.54M)
2025-Q1: 3.81M shares2025-Q2: 3.81M shares2025-Q3: 3.81M shares2025-Q4: 3.81M shares2026-Q1: 1.27M shares
$11.07(-57.38%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Abrams Capital Management, L.p., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all