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 | 24.47% | Hold | 2,391,188 | $329.28 | $787M | — | — |
| ABG - Asbury Automotive Group | 14.74% | Hold | 2,108,540 | $224.97 | $474M | — | — |
| GOOGL - Alphabet · CL A | 10.08% | Hold | 2,322,340 | $139.69 | $324M | — | — |
| UHAL.B - U Haul | 8.02% | Hold | 3,663,243 | $70.44 | $258M | — | — |
| META - Meta Platforms · CL A | 7.83% | Reduce −23.4% | 711,550 | $353.96 | $252M | −216,924 | −$27M |
| ET - Energy Transfer L P | 7.65% | Hold | 17,834,322 | $13.80 | $246M | — | — |
| CPNG - Coupang · CL A | 6.55% | Hold | 13,017,964 | $16.19 | $211M | — | — |
| WTW - Willis Towers Watson | 6.05% | Hold | 806,836 | $241.20 | $195M | — | — |
| SGI - Tempur Sealy Intl | 5.70% | Hold | 3,600,000 | $50.97 | $183M | — | — |
| CWH - Camping World · CL A | 4.17% | Hold | 5,108,808 | $26.26 | $134M | — | — |
| TEVA - Teva Pharmaceutical Inds | 1.95% | Reduce −24.7% | 5,996,836 | $10.44 | $63M | −1,969,597 | −$19M |
| UTE0 - Cantaloupe | 1.65% | Hold | 7,180,000 | $7.41 | $53M | — | — |
| UHAL - U Haul | 0.91% | Hold | 407,027 | $71.80 | $29M | — | — |
| NUVB - Nuvation Bio · CL A | 0.18% | Hold | 3,811,513 | $1.51 | $6M | — | — |
| USCB Financial · CLASS A | 0.06% | Reduce −76.9% | 149,786 | $12.25 | $2M | −499,299 | −$5M |
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