Abrams Capital
SuperinvestorAbrams Capital Management, L.P.
- SEC CIK
- 0001358706
- Manager
- David Abrams
- Style
- Value
- Latest filing
- Aug 13, 2026
The latest 13F from Abrams Capital covers Q2 2026 (filed Aug 13, 2026): 11 long positions worth $5.48B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Loar Holdings Inc. (LOAR) at 47.1%. Livermore has 22 filings on Form 13F from this institution, going back to Q1 2021.
What changed in Q2 2026
Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.
- New
- 0
- Added
- 0
- Reduced
- 1
- Est. −$177.0M
- Sold out
- 0
Top 5 holdings
Share of this quarter's portfolio value
Biggest buys
New and added positions, by estimated amount bought
None this quarter.
Largest weight increases
New and added positions, by percentage points of the portfolio gained
None this quarter.
Metrics
13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.
- Portfolio value
- $5.48B
- +$841.5M (+18.1%) vs. prior quarter
- Positions
- 11
- 0 vs. prior quarter
- Top 10 concentration
- 100.0%
- Top 10 as share of value
- Turnover
- 0.0%
- Q2 2026, one quarter
- Average holding period
- 15.4 quarters
- Weighted by value
How these are calculated
- Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
- Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
- Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
- Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.
13F filings by quarter
22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.
Peak $6.23B (Q3 2024)
| Quarter | Filed | Positions | Value | Top 3 holdings | Changes | Filing |
|---|---|---|---|---|---|---|
| Q2 2026 | Aug 13, 2026 | 11 | $5.48B | LOARLADGOOGL | vs. Q1 2026 | SEC |
| Q1 2026 | May 14, 2026 | 11 | $4.64B | LOARLADGOOGL | vs. Q4 2025 | SEC |
| Q4 2025 | Feb 13, 2026 | 12 | $5.67B | LOARLADGOOGL | vs. Q3 2025 | SEC |
| Q3 2025 | Nov 7, 2025 | 13 | $6.17B | LOARLADABG | vs. Q2 2025 | SEC |
| Q2 2025 | Aug 8, 2025 | 13 | $6.11B | LOARLADABG | vs. Q1 2025 | SEC |
| Q1 2025 | May 9, 2025 | 13 | $5.64B | LOARLADABG | vs. Q4 2024 | SEC |
| Q4 2024 | Feb 7, 2025 | 13 | $6.22B | LOARLADABG | vs. Q3 2024 | SEC |
| Q3 2024 | Nov 8, 2024 | 14 | $6.23B | LOARLADABG | vs. Q2 2024 | SEC |
| Q2 2024 | Aug 9, 2024 | 14 | $5.11B | LOARLADABG | vs. Q1 2024 | SEC |
| Q1 2024 | May 14, 2024 | 13 | $3.20B | LADABGGOOGL | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 9, 2024 | 15 | $3.22B | LADABGGOOGL | vs. Q3 2023 | SEC |
| Q3 2023 | Nov 13, 2023 | 15 | $3.03B | LADABGGOOGL | vs. Q2 2023 | SEC |
| Q2 2023 | Aug 14, 2023 | 17 | $3.48B | LADABGMETA | vs. Q1 2023 | SEC |
| Q1 2023 | May 12, 2023 | 16 | $3.16B | LADMETAABG | vs. Q4 2022 | SEC |
| Q4 2022 | Feb 10, 2023 | 16 | $2.80B | LADABGMETA | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 10, 2022 | 18 | $3.47B | LADCHNGABG | vs. Q2 2022 | SEC |
| Q2 2022 | Aug 12, 2022 | 18 | $3.72B | LADCHNGABG | vs. Q1 2022 | SEC |
| Q1 2022 | May 13, 2022 | 18 | $4.28B | LADGOOGLCHNG | vs. Q4 2021 | SEC |
| Q4 2021 | Feb 11, 2022 | 18 | $4.56B | LADGOOGLMETA | vs. Q3 2021 | SEC |
| Q3 2021 | Nov 12, 2021 | 18 | $4.59B | LADABGMETA | vs. Q2 2021 | SEC |
| Q2 2021 | Aug 13, 2021 | 16 | $4.50B | LADMETAABG | vs. Q1 2021 | SEC |
| Q1 2021 | May 14, 2021 | 16 | $4.44B | LADABGMETA | – | SEC |
13D and 13G filings
Companies where Abrams Capital reports owning 5% or more on Schedule 13D or 13G, and its latest filings.
Current stakes of 5% or more
4 companies, largest stake first.
| Company | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| LOGCContextLogic Holdings Inc. | 13D | 40.00%18.3M shares | New | Feb 26, 20261 filing | Feb 26, 2026 | SEC |
| LOARLoar Holdings Inc. | 13G/A | 34.30%32.1M shares | −5.70 ppfrom 40.00% | Nov 8, 20243 filings | Aug 8, 2025 | SEC |
| ABGAsbury Automotive Group Inc | 13G/A | 11.60%2.16M shares | – | Feb 14, 20224 filings | Aug 13, 2026 | SEC |
| LADLithia Motors Inc | 13G/A | 10.30%2.49M shares | – | Feb 12, 20213 filings | Nov 4, 2025 | SEC |
Latest filings
23 filings on file made by Abrams Capital or listing it as a reporting person; the latest 20 are shown.
| Company | Filed (ET) | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| ABGAsbury Automotive Group Inc | Aug 13, 20264:05 PM ET | 13G/A | 11.60%2.16M shares | – | Jun 30, 2026 | SEC |
| LOGCContextLogic Holdings Inc. | Feb 26, 20268:55 PM ET | 13D | 40.00%18.3M shares | New | Feb 26, 2026 | SEC |
| LADLithia Motors Inc | Nov 4, 20259:57 PM ET | 13G/A | 10.30%2.49M shares | – | Sep 30, 2025 | SEC |
| LOARLoar Holdings Inc. | Aug 8, 20254:05 PM ET | 13G/A | 34.30%32.1M shares | −5.70 ppfrom 40.00% | Jun 30, 2025 | SEC |
| CTLPCantaloupe, Inc. | Aug 8, 20254:05 PM ET | 13G/A | 0.00%0 shares | –Below 5% | Jun 30, 2025 | SEC |
| CWHCamping World Holdings, Inc. | Feb 7, 20254:01 PM ET | 13G/A | 0.00%0 shares | –Below 5% | Dec 31, 2024 | SEC |
| LOARLoar Holdings Inc. | Feb 7, 20254:01 PM ET | 13G/A | 40.00%37.4M shares | – | Dec 31, 2024 | SEC |
| LOARLoar Holdings Inc. | Nov 8, 2024 | 13GOld format | – | New | – | SEC |
| CWHCamping World Holdings, Inc. | Oct 1, 2024 | 13G/AOld format | – | – | – | SEC |
| CTLPCantaloupe, Inc. | Feb 9, 2024 | 13G/AOld format | – | – | – | SEC |
| LADLithia Motors Inc | Feb 9, 2024 | 13G/AOld format | – | – | – | SEC |
| ABGAsbury Automotive Group Inc | Feb 9, 2024 | 13G/AOld format | – | – | – | SEC |
| CHNGChange Healthcare Inc. | Feb 2, 2023 | 13G/AOld format | – | – | – | SEC |
| ABGAsbury Automotive Group Inc | Feb 14, 2022 | 13G/AOld format | – | – | – | SEC |
| CHNGChange Healthcare Inc. | Feb 14, 2022 | 13G/AOld format | – | – | – | SEC |
| ABGAsbury Automotive Group Inc | Feb 14, 2022 | 13G/AOld format | – | – | – | SEC |
| CHNGChange Healthcare Inc. | Feb 14, 2022 | 13G/AOld format | – | – | – | SEC |
| CHNGChange Healthcare Inc. | Aug 13, 2021 | 13GOld format | – | New | – | SEC |
| TMDXTransMedics Group, Inc. | Feb 16, 2021 | 13G/AOld format | – | – | – | SEC |
| CWHCamping World Holdings, Inc. | Feb 12, 2021 | 13G/AOld format | – | – | – | SEC |