Institutions / Abrams Capital Management, L.P.

Abrams Capital Management, L.P.

CIK 1358706 · Institutionalso an insider · as of Mar 31, 2026
Portfolio value
$4.64B
Positions
11
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$4.64B-18.3%
$5.67B$5.16B$4.64BQ4 '25Q1 '26

Positions

11-8.3%
121211Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Loar Holdings Inc.LOARCommon Stock$1.84B32,050,24039.6%
Lithia Motors Inc—$621.94M2,490,53413.4%
Alphabet Inc.—$536.52M1,865,76811.6%
Somnigroup International Inc—$428.65M5,798,7769.2%
Asbury Automotive Group Inc—$421.20M2,155,4929.1%
Coupang, Inc.—$245.78M13,017,9645.3%
Willis Towers Watson PLC—$209.53M720,7794.5%
Meta Platforms Inc—$186.03M325,1554.0%
U-Haul Holding Co—$145.24M3,251,4693.1%
Nuvation Bio Inc.NUVBCommon Stock$5.45M1,270,5040.1%
U Haul Holding Company—$1.74M36,4010.0%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
ExitET
Energy Transfer LP
MLP
$-100.84M-6.1M
-100.00%
0
high
Q1 2026
as of
TrimAlphabet Inc.
Common stock
$-14.63M-51K
-2.65%
1,865,768
11.57% of portfolio
medium
Q1 2026
as of
TrimNUVB
Nuvation Bio Inc.
Common Stock
$-10.90M-2.5M
-66.67%
1,270,504
0.12% of portfolio
medium
Q1 2026
as of
TrimSomnigroup International Inc
Common stock
$-396.2K-5K
-0.09%
5,798,776
9.24% of portfolio
low

Insider transactions

Also files Forms 3 / 4 / 5
DateActionCompanyValueShares ΔPosition afterImpact
Feb 26, 2026BuyLOGC
ContextLogic Holdings Inc.
Common Stock, par value $0.0001 per share
$12.31M+1.8M
+10.65%
18,269,534
39.95% of shares
high