Livermore

ABRAMS CAPITAL MANAGEMENT, L.P.

Superinvestor

Abrams Capital

SEC CIK
0001358706
Manager
David Abrams
Style
Value

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 13, 2026.SEC

Positions
11
0 vs. Q1 2026
Total value
$5.48B
+$841.51M (+18.1%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ABRAMS CAPITAL MANAGEMENT, L.P. holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
LOARLOAR HOLDINGS INCCOM SHS32,050,240$2.58B47.15%00.0%UnchangedView
LADLITHIA MTRS INCCOM2,490,534$723.48M13.20%00.0%UnchangedView
GOOGLALPHABET INC CAP STK CL AStock1,370,495$489.77M8.94%−495,273−26.5%ReducedView
SGISOMNIGROUP INTERNATIONAL INCCOM5,798,776$454.62M8.30%00.0%UnchangedView
ABGASBURY AUTOMOTIVE GROUP INCCOM2,155,492$433.43M7.91%00.0%UnchangedView
CPNGCOUPANG INCCL A13,017,964$226.12M4.13%00.0%UnchangedView
WTWWILLIS TOWERS WATSON PLC LTDSHS720,779$188.39M3.44%00.0%UnchangedView
UHAL.BU HAUL HOLDING COMPANYCOM SER N3,251,469$187.61M3.42%00.0%UnchangedView
METAMETA PLATFORMS INC CL AStock325,155$183.16M3.34%00.0%UnchangedView
NUVBNUVATION BIO INCCOM CL A1,270,504$7.22M0.13%00.0%UnchangedView
UHALU HAUL HOLDING COMPANYCOM36,401$2.38M0.04%00.0%UnchangedView

13F filings by quarter

ABRAMS CAPITAL MANAGEMENT, L.P. 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 13, 202611$5.48Bvs. Q1 2026SEC
Q1 2026May 14, 202611$4.64Bvs. Q4 2025SEC
Q4 2025Feb 13, 202612$5.67Bvs. Q3 2025SEC
Q3 2025Nov 7, 202513$6.17Bvs. Q2 2025SEC
Q2 2025Aug 8, 202513$6.11Bvs. Q1 2025SEC
Q1 2025May 9, 202513$5.64Bvs. Q4 2024SEC
Q4 2024Feb 7, 202513$6.22Bvs. Q3 2024SEC
Q3 2024Nov 8, 202414$6.23Bvs. Q2 2024SEC
Q2 2024Aug 9, 202414$5.11Bvs. Q1 2024SEC
Q1 2024May 14, 202413$3.2Bvs. Q4 2023SEC
Q4 2023Feb 9, 202415$3.22Bvs. Q3 2023SEC
Q3 2023Nov 13, 202315$3.03Bvs. Q2 2023SEC
Q2 2023Aug 14, 202317$3.48Bvs. Q1 2023SEC
Q1 2023May 12, 202316$3.16Bvs. Q4 2022SEC
Q4 2022Feb 10, 202316$2.8Bvs. Q3 2022SEC
Q3 2022Nov 10, 202218$3.47Bvs. Q2 2022SEC
Q2 2022Aug 12, 202218$3.72Bvs. Q1 2022SEC
Q1 2022May 13, 202218$4.28Bvs. Q4 2021SEC
Q4 2021Feb 11, 202218$4.56Bvs. Q3 2021SEC
Q3 2021Nov 12, 202118$4.59Bvs. Q2 2021SEC
Q2 2021Aug 13, 202116$4.5Bvs. Q1 2021SEC
Q1 2021May 14, 202116$4.44B–SEC