Abrams Capital Management

Managed by David Abrams
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Portfolio value
$5.48B
Holdings
10
Top 5 weight
85.49%
Latest filing

Portfolio

Reported 13F holdings, largest positions first
10holdings
LOAR 47.15%LAD 13.2%GOOGL 8.94%SGI 8.3%ABG 7.91%Other 14.51%
Company% PortfolioSharesValue
LOARLOAR HOLDINGS INC47.15%32,050,200$2.58BLADLITHIA MOTORS INC13.2%2,490,500$723.50MGOOGLALPHABET INC8.94%1,370,500$489.80MSGISOMNIGROUP INTERNATIONAL INC8.3%5,798,800$454.60MABGASBURY AUTOMOTIVE GROUP INC7.91%2,155,500$433.40MCPNGCOUPANG INC4.13%13,018,000$226.10MUHALU-HAUL HOLDING CO3.47%3,287,900$190.00MWTWWILLIS TOWERS WATSON PLC3.44%720,800$188.40MMETAMETA PLATFORMS INC3.34%325,200$183.20MNUVBNUVATION BIO INC0.13%1,270,500$7.20M
From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter
Filing quarter

filing - 1 move · 0 buy-side · 1 sell-side

CompanyChangeValue
GOOGLALPHABET INC27%$489.80M

filing - 4 moves · 0 buy-side · 4 sell-side

CompanyChangeValue
GOOGLALPHABET INC3%$536.50MSGISOMNIGROUP INTERNATIONAL INC0%$428.60METENERGY TRANSFER LPSold$100.80MNUVBNUVATION BIO INC67%$5.50M

filing - 5 moves · 0 buy-side · 5 sell-side

CompanyChangeValue
GOOGLALPHABET INC10%$599.90MSGISOMNIGROUP INTERNATIONAL INC1%$518.20MMETAMETA PLATFORMS INC18%$214.60METENERGY TRANSFER LP1%$100.80MCRCLCIRCLE INTERNET GROUP INCSold$36.50M

filing - 2 moves · 2 buy-side · 0 sell-side

CompanyChangeValue
LADLITHIA MOTORS INC2%$787.00MABGASBURY AUTOMOTIVE GROUP INC2%$526.90M

filing - 3 moves · 1 buy-side · 2 sell-side

CompanyChangeValue
LOARLOAR HOLDINGS INC14%$2.76B
CTLPCTLPSold$56.50M
CRCLCIRCLE INTERNET GROUP INCNew$49.90M

filing - 4 moves · 2 buy-side · 2 sell-side

CompanyChangeValue
LADLITHIA MOTORS INC2%$717.60MSGISOMNIGROUP INTERNATIONAL INC62%$350.00MMETAMETA PLATFORMS INC29%$227.50METENERGY TRANSFER LP65%$115.40M

filing - 5 moves · 1 buy-side · 4 sell-side

CompanyChangeValue
LOARLOAR HOLDINGS INC3%$2.77BGOOGLALPHABET INC3%$402.10MMETAMETA PLATFORMS INC10%$326.60MUHALU-HAUL HOLDING CO4%$210.80MCWHCAMPING WORLD HOLDINGS INCSold$75.30M

filing - 2 moves · 0 buy-side · 2 sell-side

CompanyChangeValue
UHALU-HAUL HOLDING CO5%$247.90MCWHCAMPING WORLD HOLDINGS INC39%$75.30M
Changes are share-count changes vs. the prior quarter