# David Abrams — Abrams Capital Management

Source: SEC EDGAR 13F filings (CIK 0001358706).
Page URL: https://superinvestorclub.com/manager/35
Last updated: 2026-07-08T11:29:49.295Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-14), David Abrams reported 11 long equity positions in their Abrams Capital Management 13F filing, with a total reported value of $4.64B.

### About

Concentrated value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | LOAR | LOAR HOLDINGS INC | 32050240 | $1.84B | 39.59% | — |
| 2 | LAD | LITHIA MTRS INC | 2490534 | $621.9M | 13.41% | — |
| 3 | GOOGL | ALPHABET INC | 1865768 | $536.5M | 11.57% | -2.7% |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 5798776 | $428.6M | 9.24% | -0.1% |
| 5 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2155492 | $421.2M | 9.08% | — |
| 6 | CPNG | COUPANG INC | 13017964 | $245.8M | 5.30% | — |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $209.5M | 4.52% | — |
| 8 | META | META PLATFORMS INC | 325155 | $186.0M | 4.01% | — |
| 9 | UHAL-B | U HAUL HOLDING COMPANY | 3251469 | $145.2M | 3.13% | — |
| 10 | NUVB-WT | NUVATION BIO INC | 1270504 | $5.5M | 0.12% | -66.7% |
| 11 | UHAL-B | U HAUL HOLDING COMPANY | 36401 | $1.7M | 0.04% | — |

## New positions this quarter (0)


## Increased positions (0)


## Reduced positions (3)

- GOOGL: 1865768 shares (-2.7%), $536.5M
- SGI: 5798776 shares (-0.1%), $428.6M
- NUVB-WT: 1270504 shares (-66.7%), $5.5M

## Sold positions (1)

- ET: previously held 6115417 shares worth $100.8M

## Filing history (9)

- 2026-03-31 (filed 2026-05-14)
- 2025-12-31 (filed 2026-02-13)
- 2025-09-30 (filed 2025-11-07)
- 2025-06-30 (filed 2025-08-08)
- 2025-03-31 (filed 2025-05-09)
- 2024-12-31 (filed 2025-02-07)
- 2024-09-30 (filed 2024-11-08)
- 2024-06-30 (filed 2024-08-09)
- 2024-03-31 (filed 2024-05-14)

## Citation

When citing, use: "David Abrams, Abrams Capital Management, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/35)".