13F Insight
Investor profile · Q2 2026 13F

David Abrams’s Portfolio

Founder · Abrams Capital Management

The 'one-man wealth machine' who trained under Seth Klarman at Baupost. Runs a concentrated, unleveraged value portfolio with an unusually long holding period.

Portfolio value
$5.48B
Holdings
11
Last 13F filed
Aug 13, 2026
Report quarter
Q2 2026

Abrams Capital Management's $4.64B March 2026 portfolio documents a painful quarter rooted in a single sector cluster: auto retail and insurance-related financial services. Read the full Q2 2026 analysis →

Top holdings

1LOARLoar Holdings Inc$2.58B47.1%2LADLithia Mtrs Inc$723.48M13.2%3GOOGLAlphabet Inc$489.77M8.9%4SGISomnigroup International Inc$454.62M8.3%5ABGAsbury Automotive Group Inc$433.43M7.9%6CPNGCoupang Inc$226.12M4.1%7—Willis Towers Watson Plc Ltd$188.39M3.4%8UHAL/BU Haul Holding Company$187.61M3.4%9METAMeta Platforms Inc$183.16M3.3%10NUVBNuvation Bio Inc$7.22M0.1%
Full holdings, history & AI analysis on the Abrams Capital Management page →

Data source: Abrams Capital Management’s SEC Form 13F-HR filings, most recently filed Aug 13, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →