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GiantSight organizes 13F filings published on SEC EDGAR for informational purposes only and does not provide investment advice. 13F filings are released up to 45 days after quarter end and may not reflect current holdings. You are solely responsible for your investment decisions.

ABRAMS CAPITAL MANAGEMENT, L.P.
13F Filing

ABRAMS CAPITAL MANAGEMENT, L.P.

Boston-based private investment firm founded in 1999 by David Abrams, a former Baupost Group analyst, known for highly concentrated, long-term value investments across public equities and distressed debt.

Period2026.04.01 ~ 2026.06.30
Filed2026.08.13
Filing
Current Portfolio
$5.48B
Reported total portfolio value per 13F filing
Previous Portfolio
$4.64B
Change
+18.14%

Holdings

  • LOAR HOLDINGS INC
    LOAR
    LOAR HOLDINGS INC
    $2.58B47.15%
  • LITHIA MTRS INC
    LAD
    LITHIA MTRS INC
    $723.5M13.20%
  • ALPHABET INC
    GOOGL
    ALPHABET INCReduced
    $489.8M8.94%
  • SOMNIGROUP INTERNATIONAL INC
    SGI
    SOMNIGROUP INTERNATIONAL INC
    $454.6M8.30%
  • ASBURY AUTOMOTIVE GROUP INC
    ABG
    ASBURY AUTOMOTIVE GROUP INC
    $433.4M7.91%
  • COUPANG INC
    CPNG
    COUPANG INC
    $226.1M4.13%
  • U HAUL HOLDING COMPANY
    UHAL
    U HAUL HOLDING COMPANY
    $190.0M3.47%
  • WILLIS TOWERS WATSON PLC LTD
    WTW
    WILLIS TOWERS WATSON PLC LTD
    $188.4M3.44%
  • META PLATFORMS INC
    META
    META PLATFORMS INC
    $183.2M3.34%
  • NUVATION BIO INC
    NUVB
    NUVATION BIO INC
    $7.2M0.13%
#Company% of PortfolioActivity
Market Value
SharesChangeSector
1
LOAR HOLDINGS INC
LOAR
LOAR HOLDINGS INC
47.15%—$2.58B32,050,2400Industrials
2
LITHIA MTRS INC
LAD
LITHIA MTRS INC
13.20%—$723.5M2,490,5340Consumer Discretionary
3
ALPHABET INC
GOOGL
ALPHABET INC
8.94%Reduced$489.8M1,370,495−495,273Communication Services
4
SOMNIGROUP INTERNATIONAL INC
SGI
SOMNIGROUP INTERNATIONAL INC
8.30%—$454.6M5,798,7760Consumer Discretionary
5
ASBURY AUTOMOTIVE GROUP INC
ABG
ASBURY AUTOMOTIVE GROUP INC
7.91%—$433.4M2,155,4920Consumer Discretionary
6
COUPANG INC
CPNG
COUPANG INC
4.13%—$226.1M13,017,9640Consumer Discretionary
7
U HAUL HOLDING COMPANY
UHAL
U HAUL HOLDING COMPANY
3.47%—$190.0M3,287,8700Financials
8
WILLIS TOWERS WATSON PLC LTD
WTW
WILLIS TOWERS WATSON PLC LTD
3.44%—$188.4M720,7790Financials
9
META PLATFORMS INC
META
META PLATFORMS INC
3.34%—$183.2M325,1550Communication Services
10
NUVATION BIO INC
NUVB
NUVATION BIO INC
0.13%—$7.2M1,270,5040Health Care

Portfolio Changes

Buy Positions

New Buy

Nothing to show yet

Additional Buy

Nothing to show yet

Sell Positions

Full Exit

Nothing to show yet

Partial Exit

  • ALPHABET INCGOOGLALPHABET INC

    −26.55%

    −495,273Shares

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