How We Invest

13F FILER • DAVID ABRAMS

Abrams Capital Management

David Abrams — ABRAMS CAPITAL MANAGEMENT, L.P.

No writing by this manager has been read and indexed yet, so this page carries the filings only. Holdings come straight from the Form 13F-HR on EDGAR.

11

Positions

$5.5B

Reported Value

100%

In Top 10

—

Claims Indexed

Largest reported positions

ABRAMS CAPITAL MANAGEMENT, L.P. • CIK 0001358706 • 2026-06-30 • FILED 2026-08-13

WHAT CHANGED THIS QUARTER

In its Q2 2026 13F, filed Aug 13, 2026, Abrams Capital Management reported 11 positions worth $5.5B in US-listed stock. The largest stock position is Loar Holdings Inc at 47.1% of the reported book, and the ten largest lines of any type make up 100% of it.

Among positions it already held, the biggest cut was Alphabet Inc (−26%).

Largest reported positions, quarter ended 2026-06-30
IssuerValueWeightShares QoQ
LOAR HOLDINGS INC$2.6B47.1%—
LITHIA MTRS INC$723.5M13.2%—
ALPHABET INC$489.8M8.9%-27%
SOMNIGROUP INTERNATIONAL INC$454.6M8.3%—
ASBURY AUTOMOTIVE GROUP INC$433.4M7.9%—
COUPANG INC$226.1M4.1%—
WILLIS TOWERS WATSON PLC LTD$188.4M3.4%—
U HAUL HOLDING COMPANY$187.6M3.4%—
META PLATFORMS INC$183.2M3.3%—
NUVATION BIO INC$7.2M0.1%—
U HAUL HOLDING COMPANY$2.4M0.0%—

11 of 11 positions. A 13F covers long US-listed positions at a quarter end only — no shorts, leverage, cash, ordinary bonds or private holdings — and is 45 days old on publication.

QUESTIONS PEOPLE ASK

What are Abrams Capital Management's largest holdings?

OPEN
As of Jun 30, 2026, the three largest stock positions are Loar Holdings Inc (47.1%), Lithia Mtrs Inc (13.2%) and Alphabet Inc (8.9%), together 69.3% of the reported book.

How big is Abrams Capital Management's 13F portfolio?

OPEN
The Q2 2026 13F, filed Aug 13, 2026, reports 11 positions worth $5.5B. The ten largest make up 100% of it.

What did Abrams Capital Management buy and sell in Q2 2026?

OPEN
Among positions it already held, the biggest cut was Alphabet Inc (−26%).

When is Abrams Capital Management's next 13F due?

OPEN
The Q3 2026 13F is due Nov 16, 2026. Forty-five days after the quarter ends is November 14, 2026 (Saturday), so the deadline moves to the next business day. David Abrams' filing usually lands close to the deadline.

Filers with overlapping books