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Abrams Capital

Superinvestor

Abrams Capital Management, L.P.

SEC CIK
0001358706
Manager
David Abrams
Style
Value
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
11
0 vs. Q1 2026
Portfolio value
$5.48B
+$841.5M (+18.1%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of Abrams Capital in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
LOARLoar Holdings Inc.COM SHS32,050,240$2.58B47.1%00.0%UnchangedHistory
LADLithia Motors IncCOM2,490,534$723.5M13.2%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock1,370,495$489.8M8.9%−495,273−26.5%ReducedHistory
SGISomnigroup International Inc.COM5,798,776$454.6M8.3%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM2,155,492$433.4M7.9%00.0%UnchangedHistory
CPNGCoupang, Inc.CL A13,017,964$226.1M4.1%00.0%UnchangedHistory
WTWWillis Towers Watson PLCSHS720,779$188.4M3.4%00.0%UnchangedHistory
UHAL.BU-Haul Holding CoCOM SER N3,251,469$187.6M3.4%00.0%UnchangedHistory
METAMeta Platforms, Inc.Stock325,155$183.2M3.3%00.0%UnchangedHistory
NUVBNuvation Bio Inc.COM CL A1,270,504$7.22M0.1%00.0%UnchangedHistory
UHALU-Haul Holding CoCOM36,401$2.38M<0.1%00.0%UnchangedHistory