David Abrams - Abrams Capital Management Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 13, 2026, the Abrams Capital Management portfolio balances reported a total equity value of $5.48B across 11 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight LOAR HOLDINGS INC (LOAR) as the single largest position, accounting for 47.1% of total equity value, followed by LITHIA MTRS INC (LAD), ALPHABET INC (GOOGL), SOMNIGROUP INTERNATIONAL INC (TPX), and others. Collectively, the top five holdings represent 85.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.