David Abrams portfolio
Every US-listed position Abrams Capital Management reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-13. 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 | - |
| LAD | Lithia Motors Inc | 13.20% | $723.48M | 2,490,534 | - |
| GOOGL | Alphabet Inc. | 8.94% | $489.77M | 1,370,495 | Trimmed |
| SGI | Somnigroup International Inc. | 8.30% | $454.62M | 5,798,776 | - |
| ABG | Asbury Automotive Group Inc | 7.91% | $433.43M | 2,155,492 | - |
| CPNG | Coupang, Inc. | 4.13% | $226.12M | 13,017,964 | - |
| WTW | Willis Towers Watson plc | 3.44% | $188.39M | 720,779 | - |
| UHAL-B | U-Haul Holding Co | 3.42% | $187.61M | 3,251,469 | - |
| META | Meta Platforms, Inc. | 3.34% | $183.16M | 325,155 | - |
| NUVB | Nuvation Bio Inc. | 0.13% | $7.22M | 1,270,504 | - |
| UHAL | U-Haul Holding Co | 0.04% | $2.38M | 36,401 | - |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | GOOGL | Alphabet Inc. | -495,273 | $489.77M |
Other investors
Dennis HongChris HohnPat DorseyBill AckmanJosh TarasoffCarl IcahnBryan LawrenceAlex Roepers