Abrams Capital Management

Managed by David Abrams

Portfolio value: $5.48B
Holdings: 10
Top 5 weight: 85.49%
Latest filing: Q2 '26 Jun 30

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%32,050,000$2.58B LADLITHIA MOTORS INC13.2%2,491,000$723.50M GOOGLALPHABET INC8.94%1,370,000$489.80M SGISOMNIGROUP INTERNATIONAL INC8.3%5,799,000$454.60M ABGASBURY AUTOMOTIVE GROUP INC7.91%2,155,000$433.40M CPNGCOUPANG INC4.13%13,018,000$226.10M UHALU-HAUL HOLDING CO3.47%3,288,000$190.00M WTWWILLIS TOWERS WATSON PLC3.44%721,000$188.40M METAMETA PLATFORMS INC3.34%325,000$183.20M NUVBNUVATION BIO INC0.13%1,271,000$7.20M

From the fund's Q2 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

Jun 30, 2026 filing - 1 move · 0 buy-side · 1 sell-side

CompanyChangeValue

GOOGLALPHABET INC27%$489.80M

Changes are share-count changes vs. the prior quarter

About this investor

Abrams Capital Management is David Abrams' firm, a value investor sometimes described as running a one-man Berkshire for its flexible, opportunistic style. Abrams invests across equities, credit and special situations, concentrates in his best ideas and holds cash when nothing meets his standards. Deep research and patience anchor the approach.

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