DA
David Abrams (Abrams Capital) disclosed increased in SOMNIGROUP INTERNATIONAL INC
David Abrams (Abrams Capital) filed a 13F change in SOMNIGROUP INTERNATIONAL INC (88023U101) on 2025-08-08, covering period end 2025-06-30.
Action
Increased
Capital
$397,768,990 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
14 changes from David Abrams (Abrams Capital), filed 2025-08-08 for period end 2025-06-30.
$6.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
53947R105 LOAR HOLDINGS INC | Increased | $117.5M | $2.8B | 1.92% |
536797103 LITHIA MTRS INC | Increased | $108.3M | $825.9M | 1.77% |
22266T109 COUPANG INC | Increased | $104.5M | $390.0M | 1.71% |
30303M102 META PLATFORMS INC | Increased | $63.8M | $291.4M | 1.04% |
138103106 CANTALOUPE INC | Sold out | -$56.5M | $0 | 0.92% |
172573107 CIRCLE INTERNET GROUP INC | New | $49.9M | $49.9M | 0.82% |
88023U101 SOMNIGROUP INTERNATIONAL INC | Increased | $47.8M | $397.8M | 0.78% |
02079K305 ALPHABET INC | Increased | $45.9M | $374.3M | 0.75% |
43436104 ASBURY AUTOMOTIVE GROUP INC | Increased | $37.3M | $503.0M | 0.61% |
G96629103 WILLIS TOWERS WATSON PLC LTD | Reduced | -$22.7M | $220.9M | 0.37% |
23586506 U HAUL HOLDING COMPANY | Reduced | -$15.6M | $176.8M | 0.26% |
29273V100 ENERGY TRANSFER L P | Reduced | -$2.9M | $112.5M | 0.05% |
67080N101 NUVATION BIO INC | Increased | $724,187 | $7.4M | 0.01% |
23586100 U HAUL HOLDING COMPANY | Reduced | -$174,724 | $2.2M | 0.00% |