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SEC Form 13F · Q2 2026
Abrams Capital Mgmt portfolio
David Abrams · ABRAMS CAPITAL MANAGEMENT, L.P. · CIK 0001358706
Latest 13F for the quarter ended Jun 30, 2026, filed Aug 13, 2026, compared with the quarter ended Mar 31, 2026.
Reported 13F value$5.5B
Holdings11
Top 10 concentration100.0%
New positions0
Added to0
Reduced1
Closed0
What changed in Q2 2026
Estimated trade value from reported units and period-end values
New positions
None reported this quarter.
Added to
None reported this quarter.
Reduced
- GOOGL−$177.0MALPHABET INC · -26.6% · now 8.94%
Closed
None reported this quarter.
Holdings, Q2 2026
11 positions by reported value
| Holding | Portfolio weight | Reported value | Shares / units | Change vs prior quarter |
|---|---|---|---|---|
| LOARLOAR HOLDINGS INC · COM SHS | 47.15% | $2.6B | 32,050,240 | Unchanged |
| LADLITHIA MTRS INC · COM | 13.20% | $723.5M | 2,490,534 | Unchanged |
| GOOGLALPHABET INC · CAP STK CL A | 8.94% | $489.8M | 1,370,495 | -26.6% |
| SGISOMNIGROUP INTERNATIONAL INC · COM | 8.30% | $454.6M | 5,798,776 | Unchanged |
| ABGASBURY AUTOMOTIVE GROUP INC · COM | 7.91% | $433.4M | 2,155,492 |
Source: SEC Form 13F filings (latest filing on sec.gov). Information and analytics, not investment advice. Holdings are reported as of the quarter end, not live positions; reported 13F value covers securities listed on Form 13F and is not the fund's total assets under management.