What David Abrams Bought in Q2 2026
Abrams Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$5.48B
Total Value
11
Holdings
0
New Buys
1
Reduced
In Q2 2026, David Abrams reported 11 long equity positions worth $5.48B in their Abrams Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | LOAR | LOAR HOLDINGS INC | 32050240 | $2.58B | 47.15% | — |
| 2 | LAD | LITHIA MTRS INC | 2490534 | $723.5M | 13.20% | — |
| 3 | GOOGL | ALPHABET INC | 1370495 | $489.8M | 8.94% | -26.5% |
| 4 | SGI | SOMNIGROUP INTERNATIONAL INC | 5798776 | $454.6M | 8.30% | — |
| 5 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2155492 | $433.4M | 7.91% | — |
| 6 | CPNG | COUPANG INC | 13017964 | $226.1M | 4.13% | — |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 720779 | $188.4M | 3.44% | — |
| 8 | UHAL-B | U HAUL HOLDING COMPANY | 3251469 | $187.6M | 3.42% | — |
| 9 | META | META PLATFORMS INC | 325155 | $183.2M | 3.34% | — |
| 10 | NUVB | NUVATION BIO INC | 1270504 | $7.2M | 0.13% | — |
| 11 | UHAL | U HAUL HOLDING COMPANY | 36401 | $2.4M | 0.04% | — |