Abrams Capital Management

Managed by David Abrams

Portfolio value: $4.64B
Holdings: 10
Top 5 weight: 82.89%
Latest filing: Q1 '26 Mar 31

Portfolio

Reported 13F holdings, largest positions first

10holdings

LOAR 39.59%LAD 13.41%GOOGL 11.57%SGI 9.24%ABG 9.08%CPNG 5.3%Other 11.81%

Company% PortfolioSharesValue

LOARLOAR HOLDINGS INC39.59%32,050,000$1.84B LADLITHIA MOTORS INC13.41%2,491,000$621.90M GOOGLALPHABET INC11.57%1,866,000$536.50M SGISOMNIGROUP INTERNATIONAL INC9.24%5,799,000$428.60M ABGASBURY AUTOMOTIVE GROUP INC9.08%2,155,000$421.20M CPNGCOUPANG INC5.3%13,018,000$245.80M WTWWILLIS TOWERS WATSON PLC4.52%721,000$209.50M METAMETA PLATFORMS INC4.01%325,000$186.00M UHALU-HAUL HOLDING CO3.17%3,288,000$147.00M NUVBNUVATION BIO INC0.12%1,271,000$5.50M

From the fund's Q1 '26 13F filingWhat is a 13F?

Activity

Buys and sells, quarter by quarter

Mar 31, 2026 filing - 4 moves · 0 buy-side · 4 sell-side

CompanyChangeValue

GOOGLALPHABET INC2.7%$536.50M SGISOMNIGROUP INTERNATIONAL INC0.1%$428.60M ETENERGY TRANSFER LPSold$100.80M NUVBNUVATION BIO INC66.7%$5.50M

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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