Abrams Capital Management's Top Holdings: Google, Somnigroup, and Energy Transfer
David Abrams' portfolio, managed by Abrams Capital Management, includes significant positions in Alphabet Inc. (GOOGL), Somnigroup International Inc. (TPX), Meta Platforms Inc. (META), and Energy Transfer LP (ET) as of December 31, 2025. All top holdings experienced decreases in shares during the prior period.
Abrams Capital Management's largest position as of December 31, 2025, is in Alphabet Inc. (GOOGL), a Communication Services company. The fund held 1,916,630 shares worth $599.9 million, representing 10.57% of the portfolio. Compared to the prior period, the fund sold 207,500 shares, a 9.77% decrease in position. For more on David Abrams, visit Abrams Capital Management. For more on Alphabet Inc., visit GOOGL.
The second-largest holding is Somnigroup International Inc. (TPX), a Consumer Cyclical company with a portfolio allocation of 9.13%. The fund held 5,804,136 shares valued at $518.2 million. During the prior period, the fund reduced its stake by 41,110 shares, a 0.7% decrease. For more on David Abrams, visit Abrams Capital Management. For more on Somnigroup International Inc., visit TPX.
Meta Platforms Inc. (META) is another key holding in the portfolio, classified under Communication Services. The fund allocated 3.78% of its assets to this stock, with a total value of $214.6 million based on 325,155 shares. The position saw a significant reduction, with the fund selling 69,600 shares, resulting in a 17.63% decrease from the prior period. For more on David Abrams, visit Abrams Capital Management. For more on Meta Platforms Inc., visit META.
Energy Transfer LP (ET) represents 1.78% of the portfolio, making it the fourth-largest holding. The fund held 6,115,417 shares worth $100.8 million in this Energy sector stock. The position decreased by 90,360 shares, or 1.46%, during the prior period. For more on David Abrams, visit Abrams Capital Management. For more on Energy Transfer LP, visit ET.