Abrams Capital Management's Top Holdings: Google, Somnigroup, and Nuvation Bio
David Abrams' portfolio, managed by Abrams Capital Management, includes Alphabet Inc. (GOOGL), Somnigroup International Inc. (TPX), and Nuvation Bio Inc. (NUVB) as top holdings as of March 31, 2026. Notably, Nuvation Bio saw a substantial 66.67% decrease in its position, while Alphabet and Somnigroup experienced minor reductions.
David Abrams' portfolio, managed by Abrams Capital Management, includes Alphabet Inc. (GOOGL), Somnigroup International Inc. (TPX), and Nuvation Bio Inc. (NUVB) as top holdings as of March 31, 2026.
Alphabet Inc. (GOOGL), a leader in Communication Services, accounts for 11.57% of the portfolio. The position saw a reduction of 50,862 shares, or 2.65%, from the prior period.
Somnigroup International Inc. (TPX), operating in the Consumer Cyclical sector, represents 9.24% of the portfolio. The position decreased by 5,360 shares, or 0.09%.
Nuvation Bio Inc. (NUVB), a Healthcare company, makes up 0.12% of the portfolio. There was a substantial reduction of 2,541,009 shares, or 66.67%.