Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 11
- −1 vs. Q4 2025
- Portfolio value
- $4.64B
- −$1.04B (−18.3%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| LOARLoar Holdings Inc. | COM SHS | 32,050,240 | $1.84B | 39.6% | 00.0% | Unchanged | History |
| LADLithia Motors Inc | COM | 2,490,534 | $621.9M | 13.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 1,865,768 | $536.5M | 11.6% | −50,862−2.7% | Reduced | History |
| SGISomnigroup International Inc. | COM | 5,798,776 | $428.6M | 9.2% | −5,360−0.1% | Reduced | History |
| ABGAsbury Automotive Group Inc | COM | 2,155,492 | $421.2M | 9.1% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 13,017,964 | $245.8M | 5.3% | 00.0% | Unchanged | History |
| WTWWillis Towers Watson PLC | SHS | 720,779 | $209.5M | 4.5% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 325,155 | $186.0M | 4.0% | 00.0% | Unchanged | History |
| UHAL.BU-Haul Holding Co | COM SER N | 3,251,469 | $145.2M | 3.1% | 00.0% | Unchanged | History |
| NUVBNuvation Bio Inc. | COM CL A | 1,270,504 | $5.45M | 0.1% | −2,541,009−66.7% | Reduced | History |
| UHALU-Haul Holding Co | COM | 36,401 | $1.74M | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.