David Abrams' portfolio
Concentrated value and special situations; long-tenured Klarman protege.
What changed in Q2 2026
Compared with the previous 13F. Values are as reported at quarter end. How to read a 13F.
New positions
None this quarter.
Added to
None this quarter.
Trimmed
- Alphabet Inc Class AGOOGL$490M
Sold out
None this quarter.
Holdings
11 US-listed positions in the Q2 2026 13F, largest first.
| Stock | % of portfolio | Value | Shares | Last quarter |
|---|---|---|---|---|
| LoarLOAR | 47.15% | $2.6B | 32,050,240 | Held |
| Lithia MotorsLAD | 13.20% | $723M | 2,490,534 | Held |
| Alphabet Inc Class AGOOGL | 8.94% | $490M | 1,370,495 | Trimmed |
| Somnigroup InternationalSGI | 8.30% | $455M | 5,798,776 | Held |
| Asbury AutomotiveABG | 7.91% | $433M | 2,155,492 | Held |
| Coupang LLCCPNG | 4.13% | $226M | 13,017,964 | Held |
| Willis Towers WatsonWTW | 3.44% | $188M | 720,779 | Held |
| U-Haul Holding Co-Non VotingUHAL/B | 3.42% | $188M | 3,251,469 | Held |
| Meta PlatformsMETA | 3.34% | $183M | 325,155 | Held |
| Nuvation BioNUVB | 0.13% | $7M | 1,270,504 | Held |
| U-Haul HoldingUHAL | 0.04% | $2M | 36,401 | Held |
By sector
Share of the reported value.
Reported value over time
Total 13F value at each quarter end.
Questions
What stocks does David Abrams own?
In the Q2 2026 13F, Abrams Capital Management reported 11 US stock positions worth $5.5B. The largest: Loar (LOAR) 47.1%, Lithia Motors (LAD) 13.2%, Alphabet Inc Class A (GOOGL) 8.9%, Somnigroup International (SGI) 8.3%, Asbury Automotive (ABG) 7.9%.
When is David Abrams's next 13F?
13F filings are due 45 days after each quarter ends. The Q3 2026 filing is due by November 14, 2026.
More investors
13F filings list US-listed long positions (and some options) held at quarter end. They leave out short positions, cash, bonds and non-US holdings, and arrive up to 45 days after the quarter ends, so the investor may have traded since. Information only, not investment advice.