Abrams Capital Management, L.P.
Net seller this quarter
$5.48B
11
-$177M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 LOAR | $2.58B | 47.15% | 34.21% | Not reported | Q2 2024 |
 LAD | $723M | 13.20% | 11.32% | Not reported | Q2 2018 |
 GOOGL | $490M | 8.94% | 0.01% | -26.6% | Q2 2018 |
 SGI | $455M | 8.30% | 2.76% | Not reported | Q3 2021 |
 ABG | $433M | 7.91% | 11.58% | Not reported | Q3 2017 |
 CPNG | $226M | 4.13% | Not reported | Not reported | Q3 2021 |
 WTW | $188M | 3.44% | 0.76% | Not reported | Q4 2016 |
 UHAL.B | $188M | 3.42% | Not reported | Not reported | Q4 2022 |
 META | $183M | 3.34% | Not reported | Not reported | Q4 2018 |
 NUVB | $7.22M | 0.13% | 0.37% | Not reported | Q1 2021 |
| UHAL | $2.38M | 0.04% | 0.02% | Not reported | Q4 2016 |
| Q1 2026 | |||||
| LOAR | $1.84B | 39.59% | 34.23% | Not reported | Q2 2024 |
| LAD | $622M | 13.41% | 10.92% | Not reported | Q2 2018 |
| GOOGL | $537M | 11.57% | 0.02% | -2.7% | Q2 2018 |
| SGI | $429M | 9.24% | 2.76% | -0.1% | Q3 2021 |
| ABG | $421M | 9.08% | 11.19% | Not reported | Q3 2017 |
| CPNG | $246M | 5.30% | Not reported | Not reported | Q3 2021 |
| WTW | $210M | 4.52% | 0.76% | Not reported | Q4 2016 |
| META | $186M | 4.01% | Not reported | Not reported | Q4 2018 |
| UHAL.B | $145M | 3.13% | Not reported | Not reported | Q4 2022 |
| NUVB | $5.45M | 0.12% | 0.37% | -66.7% | Q1 2021 |
| UHAL | $1.74M | 0.04% | 0.02% | Not reported | Q4 2016 |
| Q4 2025 | |||||
| LOAR | $2.18B | 38.41% | 34.23% | Not reported | Q2 2024 |
| LAD | $828M | 14.59% | 10.60% | Not reported | Q2 2018 |
| GOOGL | $600M | 10.57% | 0.02% | -9.8% | Q2 2018 |
| SGI | $518M | 9.13% | 2.77% | -0.7% | Q3 2021 |
| ABG | $501M | 8.83% | 11.09% | Not reported | Q3 2017 |
| CPNG | $307M | 5.41% | Not reported | Not reported | Q3 2021 |
| WTW | $237M | 4.17% | 0.75% | Not reported | Q4 2016 |
| META | $215M | 3.78% | Not reported | -17.6% | Q4 2018 |
| UHAL.B | $152M | 2.68% | Not reported | Not reported | Q4 2022 |
 ET | $101M | 1.78% | 0.18% | -1.5% | Q1 2020 |
| NUVB | $34.2M | 0.60% | 1.10% | Not reported | Q1 2021 |
| UHAL | $1.83M | 0.03% | 0.02% | Not reported | Q4 2016 |
| Q3 2025 | |||||
| LOAR | $2.56B | 41.56% | 34.23% | Not reported | Q2 2024 |
| LAD | $787M | 12.76% | 10.21% | +1.9% | Q2 2018 |
| ABG | $527M | 8.54% | 10.96% | +2.2% | Q3 2017 |
| GOOGL | $516M | 8.37% | 0.02% | Not reported | Q2 2018 |
| SGI | $493M | 7.99% | 2.78% | Not reported | Q3 2021 |
| CPNG | $419M | 6.79% | Not reported | Not reported | Q3 2021 |
| META | $290M | 4.70% | Not reported | Not reported | Q4 2018 |
| WTW | $249M | 4.04% | 0.74% | Not reported | Q4 2016 |
| UHAL.B | $165M | 2.68% | Not reported | Not reported | Q4 2022 |
| ET | $106M | 1.73% | 0.18% | Not reported | Q1 2020 |
 CRCL | $36.5M | 0.59% | Not reported | Not reported | Q2 2025 |
| NUVB | $14.1M | 0.23% | 1.13% | Not reported | Q1 2021 |
| UHAL | $2.08M | 0.03% | 0.02% | Not reported | Q4 2016 |