David Abrams' Top Holdings Analysis: Google, Somnio, Meta, Energy Transfer LP

As of December 31, 2025, David Abrams, managing Abrams Capital Management, has built a substantial portfolio worth approximately $5.67 billion. This extensive investment strategy is characterized by significant allocations to leading technology and energy companies, reflecting a blend of established giants and emerging sectors.

At the core of Abrams' holdings lies Alphabet Inc (GOOGL), commonly known as Google. This Communication Services holding represents about 10.57% of the total portfolio value, making it the largest single position. The investment consists of 1,916,630 shares valued at nearly $600 million. Notably, the holding experienced a reduction during the prior period, with shares decreasing by 9.77%.

Another major holding is Somnio International Inc (TPX), identified by its ticker symbol TPX. This Consumer Cyclical stock allocation stands at approximately 9.13% of the portfolio, equivalent to $518 million based on 5,804,136 shares. The position saw a slight decrease in shares held, down by 0.7% compared to the previous period.

Meta Platforms Inc (META) is the third-largest holding by percentage, accounting for 3.78% ($214 million) of the portfolio. The position comprises 325,155 shares. The investor has significantly reduced exposure here, cutting shares by 17.63% over the past reporting period.

Energy Transfer L P (ET) provides diversification into the Energy sector, representing 1.78% ($100 million) of the portfolio with 6,115,417 shares. This position also experienced a reduction, with shares decreasing by 1.46% from the previous period.

For detailed insights into David Abrams' investment profile and these specific holdings, readers can explore his investor profile at Abrams Capital Management and the individual stock profiles at Alphabet Inc (GOOGL), Somnio International Inc (TPX), Meta Platforms Inc (META), and Energy Transfer L P (ET).