Abrams Capital Management, L.P. 13F holdings
Abrams Capital Management, L.P. reported 10 positions with a total reported value of $5.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-13. Top holdings by reported value: LOAR LOAR HOLDINGS INC (47.1%), LITHIA MTRS INC (13.2%), GOOGL ALPHABET INC (8.9%), SGI SOMNIGROUP INTERNATIONAL INC (8.3%), ABG ASBURY AUTOMOTIVE GROUP INC (7.9%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
10 largest of 10 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| LOAR LOAR HOLDINGS INC | 32,050,240 | $2.6B | 47.1% |
| LITHIA MTRS INC | 2,490,534 | $723.5M | 13.2% |
| GOOGL ALPHABET INC | 1,370,495 | $489.8M | 8.9% |
| SGI SOMNIGROUP INTERNATIONAL INC | 5,798,776 | $454.6M | 8.3% |
| ABG ASBURY AUTOMOTIVE GROUP INC | 2,155,492 | $433.4M | 7.9% |
| CPNG COUPANG INC | 13,017,964 | $226.1M | 4.1% |
| UHAL U HAUL HOLDING COMPANY | 3,287,870 | $190.0M | 3.5% |
| WTW WILLIS TOWERS WATSON PLC LTD | 720,779 | $188.4M | 3.4% |
| META META PLATFORMS INC | 325,155 | $183.2M | 3.3% |
| NUVB NUVATION BIO INC | 1,270,504 | $7.2M | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| GOOGL ALPHABET INC | 1,865,768 | 1,370,495 | -26.5% | $489.8M |
CIK 1358706 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
