Abrams Capital Management
What Abrams Capital Management held at the end of Q2 2026, from its 13F filed on 2026-08-13, against Q1 2026. US-listed shares only. Its filings at the SEC ›
Value
$5.48B
Q2 2026
Positions
11
shares, no options
Top 10
100%
of the portfolio
Changes
+0 / −1
0 new, 0 sold out
Holdings at the end of Q2 2026
| Company | Share of portfolio | Shares | Value | Change |
|---|---|---|---|---|
| LOARLOAR HOLDINGS INC · COM SHS | 47.15% | 32,050,240 | $2.58B | Unchanged |
| LADLITHIA MTRS INC | 13.20% | 2,490,534 | $723.48M | Unchanged |
| GOOGLALPHABET INC · CAP STK CL A | 8.94% | 1,370,495 | $489.77M | Reduced 27% |
| SGISOMNIGROUP INTERNATIONAL INC | 8.30% | 5,798,776 | $454.62M | Unchanged |
| ABGASBURY AUTOMOTIVE GROUP INC | 7.91% | 2,155,492 | $433.43M | Unchanged |
| CPNGCOUPANG INC · CL A | 4.13% | 13,017,964 | $226.12M | Unchanged |
| WTWWILLIS TOWERS WATSON PLC LTD · SHS | 3.44% | 720,779 | $188.39M | Unchanged |
| UHAL-BU HAUL HOLDING COMPANY · COM SER N | 3.42% | 3,251,469 | $187.61M | Unchanged |
| METAMETA PLATFORMS INC · CL A | 3.34% | 325,155 | $183.16M | Unchanged |
| NUVBNUVATION BIO INC · COM CL A | 0.13% | 1,270,504 | $7.22M | Unchanged |
| UHALU HAUL HOLDING COMPANY | 0.04% | 36,401 | $2.38M | Unchanged |
Two years of filings
| Quarter | Positions | Value | Filed |
|---|---|---|---|
| 2026-06-30 | 11 positions | $5.48B | 2026-08-13 |
| 2026-03-31 | 11 positions | $4.64B | 2026-05-14 |
| 2025-12-31 | 12 positions | $5.67B | 2026-02-13 |
| 2025-09-30 | 13 positions | $6.17B | 2025-11-07 |
| 2025-06-30 | 13 positions | $6.11B | 2025-08-08 |
| 2025-03-31 | 13 positions | $5.64B | 2025-05-09 |
| 2024-12-31 | 13 positions | $6.22B | 2025-02-07 |
| 2024-09-30 | 14 positions | $6.23B | 2024-11-08 |
How to read it
A 13F lists US-listed shares and options at a quarter's end, filed up to 45 days later. “Added” and “reduced” compare the share counts of two quarter-ends; a correcting amendment replaces the original. Short positions, cash and holdings outside the US are not in it. None of this is advice.