Q1 2026 · 13F-HR
ABRAMS CAPITAL MANAGEMENT, L.P.holdings as filed
Filed 2026-05-14 · accession 0001172661-26-001966
$4.64B
Reported value
11
Positions
2026-03-31
Period end
The Brief · ABRAMS CAPITAL MANAGEMENT, L.P. · Q1 2026
AI · grounded in 13F
ABRAMS CAPITAL MANAGEMENT, L.P. closed its entire position in ENERGY TRANSFER L P ET, reducing its holdings by $100.8M. The fund also trimmed its stake in NUVATION BIO INC NUVB by 66.67%. Additional reductions were made to positions in ALPHABET INC GOOGL and SOMNIGROUP INTERNATIONAL INC SGI.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 53947R105 | LOAR | LOAR HOLDINGS INC | $1.84B | 39.6% | 32,050,240 | Common | SOLE |
| 536797103 | LAD | LITHIA MTRS INC | $621.9M | 13.4% | 2,490,534 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $536.5M | 11.6% | 1,865,768 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $428.6M | 9.24% | 5,798,776 | Common | SOLE |
| 043436104 | ABG | ASBURY AUTOMOTIVE GROUP INC | $421.2M | 9.08% | 2,155,492 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $245.8M | 5.30% | 13,017,964 | Common | SOLE |
| G96629103 | WTW | WILLIS TOWERS WATSON PLC LTD | $209.5M | 4.52% | 720,779 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $186.0M | 4.01% | 325,155 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $145.2M | 3.13% | 3,251,469 | Common | NONE |
| 67080N101 | NUVB | NUVATION BIO INC | $5.5M | 0.12% | 1,270,504 | Common | SOLE |
| 023586100 | UHAL | U HAUL HOLDING COMPANY | $1.7M | 0.04% | 36,401 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.