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

As of Jun 30, 2026, the Abrams Capital Management portfolio balances reported a total equity value of $5.48B across 11 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 13, 2026, providing an updated snapshot of assets under management.

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.