Abrams Capital Management
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 9, 2024), David Abrams's Abrams Capital Management reported 14 stock positions worth $5.1 billion. Its top holding was Loar (LOAR) at 40.1% of the portfolio, followed by Lithia Motors (LAD, 11.8%) and Asbury Automotive (ABG, 9.4%). Compared with Q1 2024, it opened 1 new position and reduced 1. The biggest buy was a new position in Loar (LOAR) and the biggest sale U-Haul (UHAL, shares −73%).
- Most Recent 13F
- Q2 2026
- Notable People
- David Abrams
- Location
- Boston, MA
- CIK
- 0001358706
- Portfolio Value
- $5.1B (Q2 2024)
- SEC Filing
- 0001172661-24-003200 ↗ filed Aug 9, 2024
Holdings Value
Holdings 14 stocks · $5.1B
| LOAR Loar Holdings Inc. | 40.13% | 38,434,378 | $2.1B | New |
| LAD Lithia Motors Inc. | 11.80% | 2,391,188 | $603.7M | No change |
| ABG Asbury Automotive Group | 9.39% | 2,108,540 | $480.5M | No change |
| GOOGL Alphabet Inc. Class A | 7.36% | 2,067,195 | $376.5M | No change |
| META Meta Platforms Inc. Class A | 6.12% | 620,547 | $312.9M | No change |
| ET Energy Transfer LP | 5.66% | 17,834,322 | $289.3M | No change |
| CPNG Coupang Inc. | 5.33% | 13,017,964 | $272.7M | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 4.16% | 3,545,220 | $212.8M | No change |
| WTW Willis Towers Watson PLC | 3.69% | 720,779 | $188.9M | No change |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 3.33% | 3,600,000 | $170.4M | No change |
| CWH Camping World Holdings Inc. Class A | 1.78% | 5,108,808 | $91.2M | No change |
| CTLP Cantaloupe Inc. | 0.93% | 7,180,000 | $47.4M | No change |
| NUVB Nuvation Bio Inc. | 0.22% | 3,811,513 | $11.1M | No change |
| UHAL U-Haul Holding Co. | 0.09% | 75,005 | $4.6M | Reduce -72.9% |
Portfolio Sells Q1 2024 → Q2 2024
| UHAL U-Haul Holding Co. | Reduce -72.9% | 0.09% | −0.49 |
Portfolio Buys Q1 2024 → Q2 2024
| LOAR Loar Holdings Inc. | New | 40.13% | +40.13 |
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 |