Abrams Capital Management 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Abrams Capital Management disclosed 11 US equity positions worth $5.5bn in its Q2 2026 13F filing. The largest position was LOAR at 47.1% of the reported book, followed by LAD and GOOGL. Against the Q1 2026 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 11 holdings.
What did Abrams Capital Management own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | LOAR LOAR HOLDINGS INC | 47.1% | $2.6bn | 32,050,240 | 0% | held | |
| 2 | LAD LITHIA MTRS INC | Consumer Cyclical | 13.2% | $723.5m | 2,490,534 | 0% | held |
| 3 | GOOGL ALPHABET INC | Communication Services | 8.9% | $489.8m | 1,370,495 | -27% | reduced |
| 4 | SGI SOMNIGROUP INTERNATIONAL INC | Consumer Cyclical | 8.3% | $454.6m | 5,798,776 | 0% | held |
| 5 | ABG ASBURY AUTOMOTIVE GROUP INC | Consumer Cyclical | 7.9% | $433.4m | 2,155,492 | 0% | held |
| 6 | CPNG COUPANG INC | Consumer Cyclical | 4.1% | $226.1m | 13,017,964 | 0% | held |
| 7 | WTW WILLIS TOWERS WATSON PLC LTD | Financial Services | 3.4% | $188.4m | 720,779 | 0% | held |
| 8 | U HAUL HOLDING COMPANY | 3.4% | $187.6m | 3,251,469 | 0% | held | |
| 9 | META META PLATFORMS INC | Communication Services | 3.3% | $183.2m | 325,155 | 0% | held |
| 10 | NUVB NUVATION BIO INC | Healthcare | 0.1% | $7.2m | 1,270,504 | 0% | held |
| 11 | UHAL U HAUL HOLDING COMPANY | Industrials | 0.0% | $2.4m | 36,401 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.