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 | 14.54% | Hold | 2,351,068 | $214.55 | $504M | — | — |
| Change Healthcare | 12.61% | Reduce −6.3% | 15,908,220 | $27.49 | $437M | −1,070,000 | +$46M |
| ABG - Asbury Automotive Group | 9.23% | Hold | 2,118,216 | $151.10 | $320M | — | — |
| TDG - Transdigm Group | 8.16% | Hold | 539,305 | $524.82 | $283M | — | — |
| GOOGL - Alphabet · CL A | 8.03% | Add +1887.6% | 2,910,600 | $95.65 | $278M | +2,764,160 | −$41M |
| ET - Energy Transfer L P | 7.00% | Reduce −0.5% | 22,019,322 | $11.03 | $243M | −105,000 | +$22M |
| CPNG - Coupang · CL A | 6.44% | Reduce −1.5% | 13,395,026 | $16.67 | $223M | −208,045 | +$50M |
| UHAL - Amerco | 6.21% | Hold | 422,917 | $509.22 | $215M | — | — |
| WTW - Willis Towers Watson | 6.19% | Hold | 1,068,745 | $200.94 | $215M | — | — |
| TEVA - Teva Pharmaceutical Inds | 5.56% | Reduce −0.6% | 23,899,296 | $8.07 | $193M | −147,060 | +$12M |
| META - Meta Platforms · CL A | 4.71% | Hold | 1,205,043 | $135.68 | $164M | — | — |
| CWH - Camping World · CL A | 3.73% | Hold | 5,108,808 | $25.32 | $129M | — | — |
| O-I Glass | 2.59% | Hold | 6,934,144 | $12.95 | $90M | — | — |
| SGI - Tempur Sealy Intl | 2.51% | Hold | 3,600,000 | $24.14 | $87M | — | — |
| KMI - Kinder Morgan Del | 1.62% | Reduce −72.9% | 3,377,688 | $16.64 | $56M | −9,098,512 | −$153M |
| USCB Financial · CLASS A | 0.32% | Reduce −1.6% | 845,394 | $13.11 | $11M | −13,960 | +$1M |
| UTE0 - Cantaloupe | 0.31% | Hold | 3,090,000 | $3.48 | $11M | — | — |
| NUVB - Nuvation Bio · CL A | 0.25% | Hold | 3,811,513 | $2.24 | $9M | — | — |
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