David Abrams (Abrams Capital Management) portfolio: Q2 2026 13F
Every US-listed position Abrams Capital Management reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 13, 2026. 11 positions at the quarter end, with none opened or closed during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| LOAR | Loar Holdings Inc. | 47.15% | $2.58B | 32,050,240 | Unchanged |
| LAD | Lithia Motors Inc | 13.20% | $723.48M | 2,490,534 | Unchanged |
| GOOGL | Alphabet Inc. | 8.94% | $489.77M | 1,370,495 | Trimmed |
| SGI | Somnigroup International Inc. | 8.30% | $454.62M | 5,798,776 | Unchanged |
| ABG | Asbury Automotive Group Inc | 7.91% | $433.43M | 2,155,492 | Unchanged |
| CPNG | Coupang, Inc. | 4.13% | $226.12M | 13,017,964 | Unchanged |
| WTW | Willis Towers Watson plc | 3.44% | $188.39M | 720,779 | Unchanged |
| UHAL-B | U-Haul Holding Co | 3.42% | $187.61M | 3,251,469 | Unchanged |
| META | Meta Platforms, Inc. | 3.34% | $183.16M | 325,155 | Unchanged |
| NUVB | Nuvation Bio Inc. | 0.13% | $7.22M | 1,270,504 | Unchanged |
| UHAL | U-Haul Holding Co | 0.04% | $2.38M | 36,401 | Unchanged |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | GOOGL | Alphabet Inc. | -495,273 | $489.77M |
About these holdings
The 13F on record for David Abrams (Abrams Capital Management), filed on Aug 13, 2026, reports 11 positions as of Jun 30, 2026. The largest is Loar Holdings Inc. (LOAR) at 47.1% of the reported portfolio, followed by Lithia Motors Inc (LAD, 13.2%) and Alphabet Inc. (GOOGL, 8.9%). The ten largest make up 100.0% of it. Against the previous quarter, it trimmed 1.
Loar Holdings Inc. (LOAR), the largest position, is also held by Ken Griffin.
Other investors
Dennis HongChris HohnPat DorseyCarl IcahnJosh TarasoffAlex RoepersBryan LawrenceTriple Frond Partners