David Abrams - Abrams Capital Management Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Abrams Capital Management portfolio balances reported a total equity value of $4.64B across 11 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 14, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight LOAR HOLDINGS INC (LOAR) as the single largest position, accounting for 39.6% 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 82.9% of the portfolio, showing how capital is distributed among core positions and long-term investments.