# Abrams Capital Management portfolio: Q2 2026 13F holdings

David Abrams’s Abrams Capital Management: $5.5bn in 10 US holdings at Q2 2026, with buys and sells.

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%.

13F for the quarter ending 2026-06-30, filed 2026-08-13 ([filing](https://www.sec.gov/Archives/edgar/data/1358706/000117266126003402/0001172661-26-003402-index.htm)). $5.5bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Loar Holdings (LOAR) | $2.6bn | 47.1% | Unchanged | 39.6% |
| Lithia Motors (LAD) | $723m | 13.2% | Unchanged | 13.4% |
| Alphabet (GOOG) | $490m | 8.9% | Trimmed -26% | 11.6% |
| Somnigroup International (SGI) | $455m | 8.3% | Unchanged | 9.2% |
| Asbury Automotive Group (ABG) | $433m | 7.9% | Unchanged | 9.1% |
| Coupang (CPNG) | $226m | 4.1% | Unchanged | 5.3% |
| U Haul Holding Company (UHAL) | $190m | 3.5% | Unchanged | 3.2% |
| Willis Towers Watson (WTW) | $188m | 3.4% | Unchanged | 4.5% |
| Meta Platforms (META) | $183m | 3.3% | Unchanged | 4.0% |
| Nuvation Bio (NUVB) | $7.2m | 0.1% | Unchanged | 0.1% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/abrams-capital-management). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.