ACM
Abrams Capital Management Portfolio holdings
AUM
$6.17B
1-Year Est. Return
18.1%
1 Year Est. Return
+18.1%
AUM
$6.17B
AUM Growth
+$56.2M
(+0.92%)
Holding
13
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 44.27% |
| 2 | Consumer Discretionary | 36.08% |
| 3 | Communication Services | 13.07% |
| 4 | Financials | 4.63% |
| 5 | Energy | 1.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Loar Holdings
LOAR
$6.29B
| $2.56B | 41.56% |
32,050,240
|
|
||
2
Lithia Motors
LAD
$7.78B
| $787M | 12.76% |
2,490,534
+45,856
|
|
||
3
Asbury Automotive
ABG
$4.51B
| $527M | 8.54% |
2,155,492
+46,952
|
|
||
4
Alphabet (Google) Class A
GOOGL
$3.8T
| $516M | 8.37% |
2,124,130
|
|
||
|
SGI
5
Somnigroup International
SGI
$19.6B
| $493M | 7.99% |
5,845,246
|
|
||
6
Coupang
CPNG
$48.7B
| $419M | 6.79% |
13,017,964
|
|
||
7
Meta Platforms (Facebook)
META
$1.62T
| $290M | 4.7% |
394,755
|
|
||
8
Willis Towers Watson
WTW
$30.7B
| $249M | 4.04% |
720,779
|
|
||
9
U-Haul Holding Co Series N
UHAL.B
$9.17B
| $165M | 2.68% |
3,251,469
|
|
||
10
Energy Transfer Partners
ET
$57.8B
| $106M | 1.73% |
6,205,777
|
|
||
|
CRCL
11
Circle Internet Group
CRCL
$17.9B
| $36.5M | 0.59% |
275,000
|
|
||
12
Nuvation Bio
NUVB
$2.7B
| $14.1M | 0.23% |
3,811,513
|
|
||
|
13
U-Haul Holding Co
UHAL
$10.1B
| $2.08M | 0.03% |
36,401
|
|