David Abrams Portfolio Holdings

Abrams Capital Management, L.P.

  • $3.06 Billion
  • Q2 2025

Abrams Capital Management, L.P., under direction of David Abrams has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $3.06 Billion distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Lithia Motors Inc with a value of $826M, Asbury Automotive Group Inc with a value of $503M, Coupang, Inc. with a value of $390M, Alphabet Inc. with a value of $374M, and Tempur Sealy International, Inc. with a value of $337M.

Examining the 13F form we can see an increase of $278M in the current position value, from $2.79B to 3.06B.

Abrams Capital Management, L.P. is based out at Boston, MA

Below you can find more details about David Abrams portfolio as well as his latest detailed transactions.

Portfolio value $3.06 Billion
Consumer Cyclical: $2.06 Billion
Communication Services: $666 Million
Financial Services: $221 Million
Energy: $113 Million
Healthcare: $7.43 Million
Industrials: $2.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.22B
$826 Million 26.95% of portfolio
2,444,678
Q1 2025 Added 2.24%
$5.18B
$503 Million 16.41% of portfolio
2,108,540
Q1 2023 Reduced 0.46%
$44.8B
$390 Million 12.73% of portfolio
13,017,964
Q2 2023 Reduced 3.14%
$1.21T
$374 Million 12.22% of portfolio
2,124,130
Q4 2024 Added 2.75%
$9.92B
$337 Million 10.99% of portfolio
5,845,246
Q1 2025 Added 62.37%
$1.78T
$291 Million 9.51% of portfolio
394,755
Q1 2025 Reduced 29.22%
$36.2B
$221 Million 7.21% of portfolio
720,779
Q1 2024 Reduced 10.67%
$53.7B
$113 Million 3.67% of portfolio
6,205,777
Q1 2025 Reduced 65.2%
$504M
$7.43 Million 0.24% of portfolio
3,811,513
Q1 2021 New
$1.14B
$2.2 Million 0.07% of portfolio
36,401
Q3 2024 Reduced 51.47%
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 4.47%
David Abrams

David Abrams

David Abrams is the founder and managing member of Abrams Capital Management, a successful investment firm that focuses on value investing. Abrams is known for his expertise in value investing and his disciplined approach to investing. He has generated strong returns for his clients over the long term.
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Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $3.06 Billion
  • Prior Value $2.79 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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