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ABRAMS CAPITAL MANAGEMENT, L.P. (auto-surfaced)

cloneable · 31-DEC-2025 → 31-MAR-2026

AUM $4,638,238,227 · 11 positions · top-10 100.0% · SEC filing history →

13FScore 85/100 — cloning their disclosed top holdings over ~4.7y returned +25%/yr vs S&P +10%/yr (alpha +14%/yr), ahead of the market in 42% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.

New positions

Issuer% bookValueSince entryConvictionBusinessTags
none

Added to (≥+25% shares)

Issuer% bookΔ sharesSince addConvictionBusinessTags
none

Top holdings now

Issuer% bookSince entryBusinessTags
$LOAR · LOAR HOLDINGS INC39.6%+31% Q2 '24Loar Holdings designs and manufactures niche, proprietary aerospace and defense components and systems for commercial, business, and military aircraft.
$LAD · LITHIA MTRS INC13.4%+1% ≥Q2 '21Lithia Motors is one of the largest US automotive retailers, operating new and used vehicle dealerships and offering financing, insurance, and vehicle service, along with its Driveway digital platform.
$GOOGL · ALPHABET INC11.6%+183% ≥Q2 '21Alphabet is the holding company for Google, generating revenue from search and advertising, YouTube, Android, Google Cloud, and other technology businesses.NASDAQS&PCitriniSerenityBitget →
$SGI · SOMNIGROUP INTERNATIONAL INC9.2%+13% ≥Q1 '25Somnigroup International designs, manufactures and retails mattresses and bedding products under brands including Tempur-Pedic and Sealy, and operates the Mattress Firm retail chain.
$AWG · ASBURY AUTOMOTIVE GROUP INC9.1%Asbury Automotive Group operates franchised automotive dealerships selling new and used vehicles, parts, and service, and arranging financing and insurance.NASDAQ
$CPNG · COUPANG INC5.3%-40% Q3 '21Operates South Korea's largest e-commerce platform, offering online retail with fast delivery, plus grocery, food-delivery, streaming, and fintech services.Bitget →
$WTW · WILLIS TOWERS WATSON PLC LTD4.5%+14% ≥Q1 '22Willis Towers Watson (WTW) is a global advisory, broking, and solutions firm providing insurance brokerage, risk management, and human-capital and benefits consulting.NASDAQS&P
$META · META PLATFORMS INC4.0%+4173% ≥Q2 '21Meta Platforms operates social media and messaging services including Facebook, Instagram, WhatsApp, and Messenger, generating most revenue from digital advertising and investing in AI and metaverse technologies.NASDAQS&PCitriniSerenityBitget →
$UHAL.B · U HAUL HOLDING COMPANY3.1%+7% Q4 '22U-Haul Holding Company (formerly Amerco) rents moving trucks, trailers, and equipment and operates self-storage facilities across North America.
$NUVB · NUVATION BIO INC0.1%-49% ≥Q2 '21Nuvation Bio is a biopharmaceutical company developing therapies for oncology, addressing difficult-to-treat cancers.Citrini

Since entry / add = price change to the latest close (31-MAR-2026 book marked to market). Top holdings measure from the quarter-end when the name first entered the filer's disclosed top holdings (tagged e.g. Q1 '26); new & added positions measure from this quarter's quarter-end. Based on disclosed 13F snapshots — an approximation of entry, not the manager's actual cost basis. Generated 2026-07-20 · Alpha-Investor tracker