DA
David Abrams
Abrams Capital Management13F filer
Opportunistic value — as the firm describes itselfPortfolio as of Jun 30, 2026Filed Aug 13, 2026
Quarter ended Jun 30, 2026, from the 13F filed Aug 13, 2026Changes are against the quarter ended Mar 31, 2026U.S.-listed shares only — no bonds, cash, shorts or foreign listings
Portfolio value
$5.48B
As reported, at quarter-end prices
Positions
11
U.S.-listed companies held
0 new · 0 exited this quarter
Concentration
100%in the top 10
Weight held in the ten largest positions
This quarter
0added · 1trimmed
Positions resized since the prior quarter
What changed this quarter
See which positions were opened, increased, reduced or closed—and how large those positions are now.
| Company | Reported move | Change in shares | Portfolio weight now |
|---|---|---|---|
ALPHABET INCGOOGL | Reduced | -26.5% | 8.94% |
Showing 1–1 of 1 changes · Share classes count separatelyBars: square-root scale · Percentages shown · — unavailable
Changes compare reported share counts at quarter-end. The filing does not tell us when trades happened or why the investor made them.
Portfolio
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| LOAR | LOAR HOLDINGS INC· COM SHSUNCHANGED | 47.15% | $80.61 | $2.58B | 32.1M |
| LAD | LITHIA MTRS INCUNCHANGED | 13.20% | $290.49 | $723.48M | 2.5M |
| GOOGL | ALPHABET INC· CAP STK CL ADECREASED -26.5% | 8.94% | $357.37 | $489.77M | 1.4M |
| SGI | SOMNIGROUP INTERNATIONAL INCUNCHANGED | 8.30% | $78.40 | $454.62M | 5.8M |
| ABG | ASBURY AUTOMOTIVE GROUP INCUNCHANGED | 7.91% | $201.08 | $433.43M | 2.2M |
| CPNG | COUPANG INC· CL AUNCHANGED | 4.13% | $17.37 | $226.12M | 13.0M |
| WTW | WILLIS TOWERS WATSON PLC LTDUNCHANGED | 3.44% | $261.37 | $188.39M | 720.8K |
| UHAL/B | U HAUL HOLDING COMPANY· COM SER NUNCHANGED | 3.42% | $57.70 | $187.61M | 3.3M |
| META | META PLATFORMS INC· CL AUNCHANGED | 3.34% | $563.29 | $183.16M | 325.2K |
| NUVB | NUVATION BIO INC COM· CL AUNCHANGED | 0.13% | $5.68 | $7.22M | 1.3M |
Showing 1–10 of 11 · the top 10 are 100.0% of the reported portfolioEach row opens the company · how we read 13F filings
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
All 11 positions, with reported prices and share counts, open with a free account.
Connected research
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