---
title: David Abrams (Abrams Capital Management, L.P.) — 13F holdings
canonical: https://sweetvaluelab.com/investors/david-abrams
cik: 0001358706
quarter: 2026-06-30
filed: 2026-08-13
---
# David Abrams — Abrams Capital Management, L.P.

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026: 11 positions worth $5.5B. Against the quarter ended Mar 31, 2026: 0 bought, 0 added to, 10 unchanged, 1 reduced, 0 sold. The top five are 85% of the portfolio, the top ten 100%; 3 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| LOAR | LOAR HOLDINGS INC | 32,050,240 | $2.6B | 47.1% | held (0%) |
| LAD | LITHIA MTRS INC | 2,490,534 | $723.5M | 13.2% | held (0%) |
| GOOGL | ALPHABET INC | 1,370,495 | $489.8M | 8.9% | reduced (-27%) |
| SGI | SOMNIGROUP INTERNATIONAL INC | 5,798,776 | $454.6M | 8.3% | held (0%) |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 2,155,492 | $433.4M | 7.9% | held (0%) |
| CPNG | COUPANG INC | 13,017,964 | $226.1M | 4.1% | held (0%) |
| WTW | WILLIS TOWERS WATSON PLC LTD | 720,779 | $188.4M | 3.4% | held (0%) |
| UHAL/B | U HAUL HOLDING COMPANY | 3,251,469 | $187.6M | 3.4% | held (0%) |
| META | META PLATFORMS INC | 325,155 | $183.2M | 3.3% | held (0%) |
| NUVB | NUVATION BIO INC | 1,270,504 | $7.2M | 0.1% | held (0%) |
| UHAL | U HAUL HOLDING COMPANY | 36,401 | $2.4M | 0.0% | held (0%) |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| GOOGL | ALPHABET INC | 1,370,495 | 1,865,768 | reduced (-27%) | −$177.0M | $489.8M |

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Source: https://sweetvaluelab.com/investors/david-abrams (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.