David Abrams Portfolio Holdings

Abrams Capital Management, L.P.

  • $3.25 Billion
  • Q3 2025

Abrams Capital Management, L.P., under direction of David Abrams has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $3.25 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 $787M, Asbury Automotive Group Inc with a value of $527M, Alphabet Inc. with a value of $516M, Coupang, Inc. with a value of $419M, and Tempur Sealy International, Inc. with a value of $337M.

Examining the 13F form we can see an increase of $183M in the current position value, from $3.06B to 3.25B.

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 $3.25 Billion
Consumer Cyclical: $2.07 Billion
Communication Services: $806 Million
Financial Services: $249 Million
Energy: $106 Million
Healthcare: $14.1 Million
Industrials: $2.08 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.67T
$516 Million 15.9% of portfolio
2,124,130
Q4 2024 Added 2.75%
$1.4T
$290 Million 8.93% of portfolio
394,755
Q1 2025 Reduced 29.22%
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 $3.25 Billion
  • Prior Value $3.06 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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