ABRAMS CAPITAL MANAGEMENT, L.P. — 13F Holdings & Portfolio
CIK 1358706 · latest 13F-HR filed 2026-08-13
ABRAMS CAPITAL MANAGEMENT, L.P. manages $5.48B in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are LOAR (47.15%), LAD (13.20%), GOOGL (8.94%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 6, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
BOSTON, MA 02116
$5.48B
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-13
+0 / −0 / ↑6 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- LOAR HOLDINGS INC$747.4M +40.7%
- LITHIA MTRS INC$101.5M +16.3%
- U HAUL HOLDING COMPANY$42.4M +29.2%
- SOMNIGROUP INTERNATIONAL INC$26.0M +6.1%
- NUVATION BIO INC$1.8M +32.4%
Top Trims
- ALPHABET INC-$46.7M -8.7%
- WILLIS TOWERS WATSON PLC LTD-$21.1M -10.1%
- COUPANG INC-$19.7M -8.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | LOAR HOLDINGS INC | LOAR | 53947R105 | $2.58B | 47.15% | 32,050,240 | SH |
| 2 | LITHIA MTRS INC | LAD | 536797103 | $723.5M | 13.20% | 2,490,534 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $489.8M | 8.94% | 1,370,495 | SH |
| 4 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $454.6M | 8.30% | 5,798,776 | SH |
| 5 | ASBURY AUTOMOTIVE GROUP INC | ABG | 043436104 | $433.4M | 7.91% | 2,155,492 | SH |
| 6 | COUPANG INC | CPNG | 22266T109 | $226.1M | 4.13% | 13,017,964 | SH |
| 7 | WILLIS TOWERS WATSON PLC LTD | WTW | G96629103 | $188.4M | 3.44% | 720,779 | SH |
| 8 | U HAUL HOLDING COMPANY | UHAL.B | 023586506 | $187.6M | 3.42% | 3,251,469 | SH |
| 9 | META PLATFORMS INC | META | 30303M102 | $183.2M | 3.34% | 325,155 | SH |
| 10 | NUVATION BIO INC | NUVB | 67080N101 | $7.2M | 0.13% | 1,270,504 | SH |
| 11 | U HAUL HOLDING COMPANY | UHAL | 023586100 | $2.4M | 0.04% | 36,401 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $5.48B | 11 | 0001172661-26-003402 |
| 2026-03-31 | 2026-05-14 | $4.64B | 11 | 0001172661-26-001966 |
| 2025-12-31 | 2026-02-13 | $5.67B | 12 | 0001172661-26-000791 |
| 2025-09-30 | 2025-11-07 | $6.17B | 13 | 0001172661-25-004648 |