Abrams Capital Management portfolio — 13F holdings Q2 2026
Abrams Capital Management (David Abrams) reported 10 long positions worth $5.5 billion as of 2026-06-30. Top holdings: Loar Holdings Inc., LITHIA MOTORS INC, Alphabet Inc., SOMNIGROUP INTERNATIONAL INC., ASBURY AUTOMOTIVE GROUP INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Loar Holdings Inc. | 2026-06-30 | 2583569846.00 USD | 47.15% | hold | Original filing |
| LITHIA MOTORS INC | 2026-06-30 | 723475222.00 USD | 13.20% | hold | Original filing |
| Alphabet Inc. | 2026-06-30 | 489773798.00 USD | 8.94% | reduce | Original filing |
| SOMNIGROUP INTERNATIONAL INC. | 2026-06-30 | 454624038.00 USD | 8.30% | hold | Original filing |
| ASBURY AUTOMOTIVE GROUP INC | 2026-06-30 | 433426331.00 USD | 7.91% | hold | Original filing |
| Coupang, Inc. | 2026-06-30 | 226122035.00 USD | 4.13% | hold | Original filing |
| U-Haul Holding Co /NV/ | 2026-06-30 | 189991842.00 USD | 3.47% | hold | Original filing |
| WILLIS TOWERS WATSON PLC | 2026-06-30 | 188390007.00 USD | 3.44% | hold | Original filing |
| Meta Platforms, Inc. | 2026-06-30 | 183156560.00 USD | 3.34% | hold | Original filing |
| Nuvation Bio Inc. | 2026-06-30 | 7216463.00 USD | 0.13% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-13 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-14 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-13 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-07 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-08 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-09 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-07 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-08 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-09 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-14 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-09 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-13 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-12 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-10 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-10 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-12 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-13 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-11 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-12 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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