Abrams Capital Management, L.P.
David Abrams · As of Q1 2026 · filed May 14, 2026
| LOAR LOAR HOLDINGS INC | 39.6% | Held | 32,050,240 | $1.84B |
| LAD LITHIA MOTORS INC | 13.4% | Held | 2,490,534 | $621.9M |
| GOOGL ALPHABET INC-CL A | 11.6% | Reduced −2.7% | 1,865,768 | $536.5M |
| SGI SOMNIGROUP INTERNATIONAL INC | 9.2% | Reduced −0.1% | 5,798,776 | $428.6M |
| ABG ASBURY AUTOMOTIVE GROUP | 9.1% | Held | 2,155,492 | $421.2M |
| CPNG COUPANG INC | 5.3% | Held | 13,017,964 | $245.8M |
| WTW WILLIS TOWERS WATSON PLC | 4.5% | Held | 720,779 | $209.5M |
| META META PLATFORMS INC-CLASS A | 4.0% | Held | 325,155 | $186.0M |
| UHAL/B U-HAUL HOLDING CO-NON VOTING | 3.1% | Held | 3,251,469 | $145.2M |
| NUVB NUVATION BIO INC | 0.1% | Reduced −66.7% | 1,270,504 | $5.5M |
| UHAL U-HAUL HOLDING CO | 0.0% | Held | 36,401 | $1.7M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| ET ENERGY TRANSFER LP | 6,115,417 | $100.8M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.