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 Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $5.5B across 10 positions. The largest holdings are LOAR HOLDINGS INC, LITHIA MTRS INC, and ALPHABET INC (LOAR HOLDINGS INC alone is 47.1% of the book).

New positions opened in the latest quarter include U HAUL HOLDING COMPANY. Recently exited names: U HAUL HOLDING COMPANY.

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 Q2 2026 13F filing, the disclosed long-equity portfolio is valued at $5.5B across 10 positions. The largest holdings are LOAR HOLDINGS INC, LITHIA MTRS INC, and ALPHABET INC (LOAR HOLDINGS INC alone is 47.1% of the book).

New positions opened in the latest quarter include U HAUL HOLDING COMPANY. Recently exited names: U HAUL HOLDING COMPANY.