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 | 17.17% | Hold | 2,351,068 | $204.74 | $481M | — | — |
| ABG - Asbury Automotive Group | 13.54% | Hold | 2,118,216 | $179.25 | $380M | — | — |
| META - Meta Platforms · CL A | 9.34% | Add +80.6% | 2,176,734 | $120.34 | $262M | +971,691 | +$98M |
| TDG - Transdigm Group | 8.22% | Reduce −32.1% | 366,187 | $629.65 | $231M | −173,118 | −$52M |
| ET - Energy Transfer L P | 7.55% | Reduce −19.0% | 17,834,322 | $11.87 | $212M | −4,185,000 | −$31M |
| GOOGL - Alphabet · CL A | 7.36% | Reduce −19.6% | 2,339,440 | $88.23 | $206M | −571,160 | −$72M |
| UHAL.B - U Haul | 7.18% | New | 3,663,243 | $54.98 | $201M | +3,663,243 | +$201M |
| CPNG - Coupang · CL A | 7.05% | Add +0.3% | 13,439,964 | $14.71 | $198M | +44,938 | −$26M |
| WTW - Willis Towers Watson | 7.04% | Reduce −24.5% | 806,836 | $244.58 | $197M | −261,909 | −$17M |
| TEVA - Teva Pharmaceutical Inds | 5.18% | Reduce −33.3% | 15,932,865 | $9.12 | $145M | −7,966,431 | −$48M |
| SGI - Tempur Sealy Intl | 4.41% | Hold | 3,600,000 | $34.33 | $124M | — | — |
| CWH - Camping World · CL A | 4.07% | Hold | 5,108,808 | $22.32 | $114M | — | — |
| UHAL - U Haul | 0.87% | Reduce −3.8% | 407,027 | $60.19 | $24M | −15,890 | −$191M |
| UTE0 - Cantaloupe | 0.48% | Hold | 3,090,000 | $4.35 | $13M | — | — |
| USCB Financial · CLASS A | 0.28% | Reduce −23.2% | 649,085 | $12.20 | $8M | −196,309 | −$3M |
| NUVB - Nuvation Bio · CL A | 0.26% | Hold | 3,811,513 | $1.92 | $7M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Change Healthcare | 12.61% | Exit | 0 | $27.49 | $437M | −15,908,220 | −$437M |
| O-I Glass | 2.59% | Exit | 0 | $12.95 | $90M | −6,934,144 | −$90M |
| KMI - Kinder Morgan Del | 1.62% | Exit | 0 | $16.64 | $56M | −3,377,688 | −$56M |
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