What David Abrams Bought in Q1 2026
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$4.64B
Total Value
11
Holdings
0
New Buys
3
Reduced
In Q1 2026, David Abrams reported 11 long equity positions worth $4.64B in their Abrams Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % 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 | NUVATION BIO INC | 1270504 | $5.5M | 0.12% | -66.7% |
| 11 | UHAL | U HAUL HOLDING COMPANY | 36401 | $1.7M | 0.04% | — |