ABRAMS CAPITAL MANAGEMENT, L.P.
SuperinvestorAbrams Capital
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
Q1 2026 vs. Q4 2025
Positions are compared by share count, long positions only.
All holdings in Q1 2026All holdings in Q4 2025
| Measure | Q4 2025 | Q1 2026 | Change |
|---|---|---|---|
| Positions | 12 | 11 | −1 |
| Total value | $5.67B | $4.64B | −$1.04B (−18.3%) |
New positions (0)
Held at the end of Q1 2026 but not at the end of Q4 2025.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| None. | ||||
Added (0)
More shares at the end of Q1 2026 than at the end of Q4 2025.
| Security | Class | Shares, Q4 2025 | Shares, Q1 2026 | Change in shares | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|---|---|
| None. | ||||||
Reduced (3)
Fewer shares at the end of Q1 2026 than at the end of Q4 2025.
| Security | Class | Shares, Q4 2025 | Shares, Q1 2026 | Change in shares | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|---|---|
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,916,630 | 1,865,768 | −50,862−2.7% | $536.52M | 11.57% |
| SGISOMNIGROUP INTERNATIONAL INC | COM | 5,804,136 | 5,798,776 | −5,360−0.1% | $428.65M | 9.24% |
| NUVBNUVATION BIO INC | COM CL A | 3,811,513 | 1,270,504 | −2,541,009−66.7% | $5.45M | 0.12% |
Sold out (1)
Held at the end of Q4 2025, gone by the end of Q1 2026.
| Security | Class | Shares, Q4 2025 | Value, Q4 2025 | % of portfolio, Q4 2025 |
|---|---|---|---|---|
| ETENERGY TRANSFER L P | COM UT LTD PTN | 6,115,417 | $100.84M | 1.78% |