In Q2 2026, Abrams Capital Management held 10 US-listed stocks worth $5.5bn. Its biggest move was cutting Alphabet (27% fewer shares, now 8.9%). Its largest holding is Loar Holdings at 47%.
Q2 2026, filed 13 Aug 2026 (filing): 0 new, 0 added to, 1 trimmed, 0 sold out. Select a row to see it over time.How this works
Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter
Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions.How this works
Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
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LOARLADABGGOOGWUMETAEverything else
2013: Loar Holdings 0.0%, Lithia Motors 0.0%, Asbury Automotive Group 0.0%, Alphabet 0.0%, Western Union 23.6%, Meta Platforms 0.0%; 2014: Loar Holdings 0.0%, Lithia Motors 0.0%, Asbury Automotive Group 0.0%, Alphabet 0.0%, Western Union 20.1%, Meta Platforms 0.0%; 2015: Loar Holdings 0.0%, Lithia Motors 0.0%, Asbury Automotive Group 0.0%, Alphabet 0.0%, Western Union 21.2%, Meta Platforms 0.0%; 2016: Loar Holdings 0.0%, Lithia Motors 0.0%, Asbury Automotive Group 0.0%, Alphabet 0.0%, Western Union 17.2%, Meta Platforms 0.0%; 2017: Loar Holdings 0.0%, Lithia Motors 0.0%, Asbury Automotive Group 2.3%, Alphabet 0.0%, Western Union 13.8%, Meta Platforms 0.0%; 2018: Loar Holdings 0.0%, Lithia Motors 7.3%, Asbury Automotive Group 5.2%, Alphabet 5.4%, Western Union 7.4%, Meta Platforms 5.4%; 2019: Loar Holdings 0.0%, Lithia Motors 10.2%, Asbury Automotive Group 6.6%, Alphabet 5.0%, Western Union 0.0%, Meta Platforms 6.5%; 2020: Loar Holdings 0.0%, Lithia Motors 19.4%, Asbury Automotive Group 8.7%, Alphabet 7.2%, Western Union 0.0%, Meta Platforms 9.3%; 2021: Loar Holdings 0.0%, Lithia Motors 15.3%, Asbury Automotive Group 8.0%, Alphabet 9.3%, Western Union 0.0%, Meta Platforms 8.9%; 2022: Loar Holdings 0.0%, Lithia Motors 17.2%, Asbury Automotive Group 13.5%, Alphabet 7.4%, Western Union 0.0%, Meta Platforms 9.3%; 2023: Loar Holdings 0.0%, Lithia Motors 24.5%, Asbury Automotive Group 14.7%, Alphabet 10.1%, Western Union 0.0%, Meta Platforms 7.8%; Q3 ’24: Loar Holdings 46.0%, Lithia Motors 12.2%, Asbury Automotive Group 8.1%, Alphabet 5.5%, Western Union 0.0%, Meta Platforms 5.7%; Q4 ’24: Loar Holdings 44.5%, Lithia Motors 13.8%, Asbury Automotive Group 8.2%, Alphabet 6.5%, Western Union 0.0%, Meta Platforms 5.3%; Q1 ’25: Loar Holdings 46.9%, Lithia Motors 12.7%, Asbury Automotive Group 8.3%, Alphabet 5.8%, Western Union 0.0%, Meta Platforms 4.0%; Q2 ’25: Loar Holdings 45.2%, Lithia Motors 13.5%, Asbury Automotive Group 8.2%, Alphabet 6.1%, Western Union 0.0%, Meta Platforms 4.8%; Q3 ’25: Loar Holdings 41.6%, Lithia Motors 12.8%, Asbury Automotive Group 8.5%, Alphabet 8.4%, Western Union 0.0%, Meta Platforms 4.7%; Q4 ’25: Loar Holdings 38.4%, Lithia Motors 14.6%, Asbury Automotive Group 8.8%, Alphabet 10.6%, Western Union 0.0%, Meta Platforms 3.8%; Q1 ’26: Loar Holdings 39.6%, Lithia Motors 13.4%, Asbury Automotive Group 9.1%, Alphabet 11.6%, Western Union 0.0%, Meta Platforms 4.0%; Q2 ’26: Loar Holdings 47.1%, Lithia Motors 13.2%, Asbury Automotive Group 7.9%, Alphabet 8.9%, Western Union 0.0%, Meta Platforms 3.3%
Q1 Q2 Q3 Q4 · each quarter is that quarter’s profits times the stake reported at its end. *2026 so far: 2 quarters. Click a quarter to see its holdings.
Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained. Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.
5% stake filings
Holdings of 5% or more of a company (13D and 13G), usually reported well before the next 13F.How this works
Abrams Capital Management’s filings since December 2024, newest first. An amendment showing less than 5% means the holding fell below the threshold. A 13D means the holder may seek to influence the company. How to read a 13D.