David Abrams - Abrams Capital Management Portfolio Balances (Sep 30, 2025)


As of Sep 30, 2025, the Abrams Capital Management portfolio balances reported a total equity value of $6.17B across 13 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 07, 2025, providing an updated snapshot of assets under management.


The portfolio balances highlight LOAR HOLDINGS INC (LOAR) as the single largest position, accounting for 41.6% of total equity value, followed by LITHIA MTRS INC (LAD), ASBURY AUTOMOTIVE GROUP INC (ABG), ALPHABET INC (GOOGL), and others. Collectively, the top five holdings represent 79.2% of the portfolio, showing how capital is distributed among core positions and long-term investments.