Vault-13

ABRAMS CAPITAL MANAGEMENT, L.P.

Boston, MA · CIK 1358706 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2012 · limited partnership

$5.5bn reported value +18.1% vs Q1 2026
11positions
100.0%in top 10
0 new 0 added 1 reduced 0 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 LOAR HOLDINGS INC COM SHS LOAR LOAR 32,050,240 $2.6bn47.15% 47.15% UnchangedShares held: Q3 2025 32.1m, Q4 2025 32.1m, Q1 2026 32.1m, Q2 2026 32.1m
2 LITHIA MTRS INC COM LAD LAD 2,490,534 $723.5m13.20% 13.20% UnchangedShares held: Q3 2025 2.5m, Q4 2025 2.5m, Q1 2026 2.5m, Q2 2026 2.5m
3 ALPHABET INC CAP STK CL A GOOGL GOOGL 1,370,495 $489.8m8.94% 8.94% ReducedShares held: Q3 2025 2.1m, Q4 2025 1.9m, Q1 2026 1.9m, Q2 2026 1.4m -495.3k -495,273 -26.6%
4 SOMNIGROUP INTERNATIONAL INC COM SGI SGI 5,798,776 $454.6m8.30% 8.30% UnchangedShares held: Q3 2025 5.8m, Q4 2025 5.8m, Q1 2026 5.8m, Q2 2026 5.8m
5 ASBURY AUTOMOTIVE GROUP INC COM ABG ABG 2,155,492 $433.4m7.91% 7.91% UnchangedShares held: Q3 2025 2.2m, Q4 2025 2.2m, Q1 2026 2.2m, Q2 2026 2.2m
6 COUPANG INC CL A CPNG CPNG 13,017,964 $226.1m4.13% 4.13% UnchangedShares held: Q3 2025 13.0m, Q4 2025 13.0m, Q1 2026 13.0m, Q2 2026 13.0m
7 WILLIS TOWERS WATSON PLC LTD SHS WTW WTW 720,779 $188.4m3.44% 3.44% UnchangedShares held: Q3 2025 720.8k, Q4 2025 720.8k, Q1 2026 720.8k, Q2 2026 720.8k
8 U HAUL HOLDING COMPANY COM SER N UHAL.B UHAL.B 3,251,469 $187.6m3.42% 3.42% UnchangedShares held: Q3 2025 3.3m, Q4 2025 3.3m, Q1 2026 3.3m, Q2 2026 3.3m
9 META PLATFORMS INC CL A META META 325,155 $183.2m3.34% 3.34% UnchangedShares held: Q3 2025 394.8k, Q4 2025 325.2k, Q1 2026 325.2k, Q2 2026 325.2k
10 NUVATION BIO INC COM CL A NUVB NUVB 1,270,504 $7.2m0.13% 0.13% UnchangedShares held: Q3 2025 3.8m, Q4 2025 3.8m, Q1 2026 1.3m, Q2 2026 1.3m
11 U HAUL HOLDING COMPANY COM UHAL UHAL 36,401 $2.4m0.04% 0.04% UnchangedShares held: Q3 2025 36.4k, Q4 2025 36.4k, Q1 2026 36.4k, Q2 2026 36.4k

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
CONTEXTLOGIC HOLDINGS INC LOGC · 13D · filed 2026-02-26 LOGC 40.0% new 13D 2026-02-26
LOAR HOLDINGS INC LOAR · 13G · filed 2025-08-08 LOAR 34.3%≈ $2.6bn -5.7 pts 13G 2025-08-08
ASBURY AUTOMOTIVE GROUP INC ABG · 13G · filed 2026-08-13 ABG 11.6%≈ $434.9m 13G 2026-08-13
LITHIA MTRS INC LAD · 13G · filed 2025-11-04 LAD 10.3%≈ $723.5m 13G 2025-11-04