Featured 13F manager
Abrams Capital Management, L.P. David Abrams
Boston, MA 20 processed 13Fs on this site · 2021 Q3–2026 Q2
- $5.5B
- 11 Positions
- 2026 Q2
- +18.2% QoQ
- Top 5 85.5%
Portfolio
top 5 85.5% · top 10 99.9%
- LOAR — 47.2%
- LAD - Lithia Mtrs 13.2%
- GOOGL - Alphabet · CL A 8.9%
- SGI - Somnigroup International 8.3%
- ABG - Asbury Automotive Group 7.9%
- CPNG - Coupang · CL A 4.1%
- WTW - Willis Towers Watson 3.4%
- UHAL.B - U Haul 3.4%
- META - Meta Platforms · CL A 3.4%
- NUVB - Nuvation Bio · CL A 0.1%
- UHAL - U Haul 0.1%
AUM over time
Book
| LAD - Lithia Mtrs | 16.26% | Hold | 2,351,068 | $317.04 | $745M |
| ABG - Asbury Automotive Group | 9.09% | Hold | 2,118,216 | $196.74 | $417M |
| META - Meta Platforms · CL A | 8.92% | Hold | 1,205,043 | $339.39 | $409M |
| GOOGL - Alphabet · CL A | 8.54% | Hold | 146,440 | $2,674 | $392M |
| UHAL - Amerco | 7.91% | Hold | 561,258 | $646.03 | $363M |
| Change Healthcare | 7.75% | Hold | 16,978,220 | $20.94 | $356M |
| TDG - Transdigm Group | 7.35% | Hold | 539,305 | $624.57 | $337M |
| WTW - Willis Towers Watson | 5.55% | Hold | 1,094,001 | $232.46 | $254M |
| TEVA - Teva Pharmaceutical Inds | 5.11% | Hold | 24,046,356 | $9.74 | $234M |
| ET - Energy Transfer L P | 4.62% | Hold | 22,124,322 | $9.58 | $212M |
| KMI - Kinder Morgan Del | 4.55% | Hold | 12,476,200 | $16.73 | $209M |
| CWH - Camping World · CL A | 4.33% | Hold | 5,108,808 | $38.87 | $199M |
| SGI - Tempur Sealy Intl | 3.64% | Hold | 3,600,000 | $46.41 | $167M |
| CPNG - Coupang · CL A | 2.68% | Hold | 4,414,276 | $27.85 | $123M |
| O-I Glass | 2.16% | Hold | 6,934,144 | $14.27 | $99M |
| NUVB - Nuvation Bio · CL A | 0.83% | Hold | 3,811,513 | $9.94 | $38M |
| UTE0 - Cantaloupe | 0.49% | Hold | 2,090,000 | $10.78 | $23M |
| U S Centy Bk Doral Fla · CLASS A | 0.23% | Hold | 859,354 | $12.20 | $10M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 11 | $5.5B | +18.2% | 13F-HR | 8/13/2026 | 000117266126003402 |
| 2026 Q1 | 11 | $4.6B | −18.3% | 13F-HR | 5/14/2026 | 000117266126001966 |
| 2025 Q4 | 12 | $5.7B | −8.0% | 13F-HR | 2/13/2026 | 000117266126000791 |
| 2025 Q3 | 13 | $6.2B | +0.9% | 13F-HR | 11/7/2025 | 000117266125004648 |
| 2025 Q2 | 13 | $6.1B | +8.5% | 13F-HR | 8/8/2025 | 000117266125002983 |
| 2025 Q1 | 13 | $5.6B | −9.3% | 13F-HR | 5/9/2025 | 000117266125001634 |
| 2024 Q4 | 13 | $6.2B | −0.2% | 13F-HR | 2/7/2025 | 000117266125000576 |
| 2024 Q3 | 14 | $6.2B | +21.7% | 13F-HR | 11/8/2024 | 000117266124004539 |
| 2024 Q2 | 14 | $5.1B | +59.7% | 13F-HR | 8/9/2024 | 000117266124003200 |
| 2024 Q1 | 13 | $3.2B | −0.5% | 13F-HR | 5/14/2024 | 000117266124002290 |
| 2023 Q4 | 15 | $3.2B | +6.3% | 13F-HR | 2/9/2024 | 000117266124000627 |
| 2023 Q3 | 15 | $3B | −13.0% | 13F-HR | 11/13/2023 | 000117266123003805 |
| 2023 Q2 | 17 | $3.5B | +10.0% | 13F-HR | 8/14/2023 | 000117266123002975 |
| 2023 Q1 | 16 | $3.2B | +12.8% | 13F-HR | 5/12/2023 | 000117266123002081 |
| 2022 Q4 | 16 | $2.8B | −19.2% | 13F-HR | 2/10/2023 | 000117266123000651 |
| 2022 Q3 | 18 | $3.5B | −6.7% | 13F-HR | 11/10/2022 | 000117266122002366 |
| 2022 Q2 | 18 | $3.7B | −13.2% | 13F-HR | 8/12/2022 | 000117266122001829 |
| 2022 Q1 | 18 | $4.3B | −6.0% | 13F-HR | 5/13/2022 | 000117266122001305 |
| 2021 Q4 | 18 | $4.6B | −0.6% | 13F-HR | 2/11/2022 | 000117266122000370 |
| 2021 Q3 | 18 | $4.6B | — | 13F-HR | 11/12/2021 | 000117266121002171 |
About
ABRAMS CAPITAL MANAGEMENT, L.P.
20 processed 13Fs on this site · 2021 Q3–2026 Q2