Livermore

ABRAMS CAPITAL MANAGEMENT, L.P.

Superinvestor

Abrams Capital

SEC CIK
0001358706
Manager
David Abrams
Style
Value

Q2 2026 vs. Q1 2026

Positions are compared by share count, long positions only.

All holdings in Q2 2026All holdings in Q1 2026

ABRAMS CAPITAL MANAGEMENT, L.P.: Q1 2026 compared with Q2 2026
MeasureQ1 2026Q2 2026Change
Positions11110
Total value$4.64B$5.48B+$841.51M (+18.1%)

New positions (0)

Held at the end of Q2 2026 but not at the end of Q1 2026.

ABRAMS CAPITAL MANAGEMENT, L.P.: new positions in Q2 2026
SecurityClassShares, Q2 2026Value, Q2 2026% of portfolio, Q2 2026
None.

Added (0)

More shares at the end of Q2 2026 than at the end of Q1 2026.

ABRAMS CAPITAL MANAGEMENT, L.P.: positions added to in Q2 2026
SecurityClassShares, Q1 2026Shares, Q2 2026Change in sharesValue, Q2 2026% of portfolio, Q2 2026
None.

Reduced (1)

Fewer shares at the end of Q2 2026 than at the end of Q1 2026.

ABRAMS CAPITAL MANAGEMENT, L.P.: positions reduced in Q2 2026
SecurityClassShares, Q1 2026Shares, Q2 2026Change in sharesValue, Q2 2026% of portfolio, Q2 2026
GOOGLALPHABET INC CAP STK CL AStock1,865,7681,370,495−495,273−26.5%$489.77M8.94%

Sold out (0)

Held at the end of Q1 2026, gone by the end of Q2 2026.

ABRAMS CAPITAL MANAGEMENT, L.P.: positions sold out in Q2 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
None.