Abrams Capital Management
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), David Abrams's Abrams Capital Management reported 11 stock positions worth $5.5 billion. Its top holding was Loar (LOAR) at 47.1% of the portfolio, followed by Lithia Motors (LAD, 13.2%) and Alphabet Class A (GOOGL, 8.9%). Compared with Q1 2026, it reduced 1. The biggest sale was Alphabet Class A (GOOGL, shares −27%).
- Most Recent 13F
- Q2 2026
- Notable People
- David Abrams
- Location
- Boston, MA
- CIK
- 0001358706
- Portfolio Value
- $5.5B (Q2 2026)
- SEC Filing
- 0001172661-26-003402 ↗ filed Aug 13, 2026
Holdings Value
Holdings 11 stocks · $5.5B
| LOAR Loar Holdings Inc. | 47.15% | 32,050,240 | $2.6B | No change |
| LAD Lithia Motors Inc. | 13.20% | 2,490,534 | $723.5M | No change |
| GOOGL Alphabet Inc. Class A | 8.94% | 1,370,495 | $489.8M | Reduce -26.6% |
| SGI Somnigroup International Inc. | 8.30% | 5,798,776 | $454.6M | No change |
| ABG Asbury Automotive Group | 7.91% | 2,155,492 | $433.4M | No change |
| CPNG Coupang Inc. | 4.13% | 13,017,964 | $226.1M | No change |
| WTW Willis Towers Watson PLC | 3.44% | 720,779 | $188.4M | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 3.42% | 3,251,469 | $187.6M | No change |
| META Meta Platforms Inc. Class A | 3.34% | 325,155 | $183.2M | No change |
| NUVB Nuvation Bio Inc. | 0.13% | 1,270,504 | $7.2M | No change |
| UHAL U-Haul Holding Co. | 0.04% | 36,401 | $2.4M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| GOOGL Alphabet Inc. Class A | Reduce -26.6% | 8.94% | −2.63 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $5.5B | LOAR, LAD, GOOGL, SGI, ABG |
| Q1 2026 | 11 | $4.6B | LOAR, LAD, GOOGL, SGI, ABG |
| Q4 2025 | 12 | $5.7B | LOAR, LAD, GOOGL, SGI, ABG |
| Q3 2025 | 13 | $6.2B | LOAR, LAD, ABG, GOOGL, SGI |
| Q2 2025 | 13 | $6.1B | LOAR, LAD, ABG, SGI, CPNG |
| Q1 2025 | 13 | $5.6B | LOAR, LAD, ABG, SGI, GOOGL |
| Q4 2024 | 13 | $6.2B | LOAR, LAD, ABG, GOOGL, ET |
| Q3 2024 | 14 | $6.2B | LOAR, LAD, ABG, META, GOOGL |
| Q2 2024 | 14 | $5.1B | LOAR, LAD, ABG, GOOGL, META |
| Q1 2024 | 13 | $3.2B | LAD, ABG, GOOGL, META, ET |