Abrams Capital Management, L.P.
Managed by David Abrams. $4.64B disclosed long-equity portfolio across 10 positions.
| # | Stock | Value | % of Portfolio |
|---|---|---|---|
| 1 | LOAR HOLDINGS INC | $1.84B | 39.59% |
| 2 | LITHIA MTRS INC | $621.9M | 13.41% |
| 3 | ALPHABET INC | $536.5M | 11.57% |
| 4 | SOMNIGROUP INTERNATIONAL INC | $428.6M | 9.24% |
| 5 | ASBURY AUTOMOTIVE GROUP INC | $421.2M | 9.08% |
| 6 | COUPANG INC | $245.8M | 5.30% |
| 7 | WILLIS TOWERS WATSON PLC LTD | $209.5M | 4.52% |
| 8 | META PLATFORMS INC | $186.0M | 4.01% |
| 9 | U HAUL HOLDING COMPANY | $147.0M | 3.17% |
| 10 | NUVATION BIO INC | $5.5M | 0.12% |
For full quarterly history, transactions, and the investor profile, see David Abrams's page →
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Abrams Capital Management, L.P. — overview
David Abrams runs Abrams Capital Management, L.P.. Seth Klarman protégé who runs one of the most concentrated and secretive value shops on the Street. Rarely talks, rarely trades, but when he moves it's a massive conviction call. As of the Q1 2026 13F filing, the disclosed long-equity portfolio is valued at $4.6B across 10 positions. The largest holdings are LOAR HOLDINGS INC, LITHIA MTRS INC, and ALPHABET INC (LOAR HOLDINGS INC alone is 39.6% of the book).
Key takeaways
- Disclosed Q1 2026 portfolio: $4.6B.
- Top holdings: LOAR HOLDINGS INC, LITHIA MTRS INC, and ALPHABET INC.