Abrams Capital Management, L.P. 13F Holdings · Q2 2026
Abrams Capital Management, L.P. reported 11 securities worth $5.48B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: LOAR (47.15%), LAD (13.20%), GOOGL (8.94%). Among its top 25 positions this quarter: 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | $2.58B | 47.15% | 32.1M | Hold |
| 2 | LAD | LITHIA MTRS INC | $723.5M | 13.20% | 2.5M | Hold |
| 3 | GOOGL | ALPHABET INC | $489.8M | 8.94% | 1.4M | Trimmed |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | $454.6M | 8.30% | 5.8M | Hold |
| 5 | ABG | ASBURY AUTOMOTIVE GROUP INC | $433.4M | 7.91% | 2.2M | Hold |
| 6 | CPNG | COUPANG INC | $226.1M | 4.13% | 13.0M | Hold |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | $188.4M | 3.44% | 720,779 | Hold |
| 8 | UHALB | U HAUL HOLDING COMPANY | $187.6M | 3.42% | 3.3M | Hold |
| 9 | META | META PLATFORMS INC | $183.2M | 3.34% | 325,155 | Hold |
| 10 | NUVB | NUVATION BIO INC | $7.2M | 0.13% | 1.3M | Hold |
| 11 | UHAL | U HAUL HOLDING COMPANY | $2.4M | 0.04% | 36,401 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR