David Abrams Abrams Capital Management Portfolio Update: March 31, 2026
Abrams Capital Management's portfolio valued at $4.64 billion as of March 31, 2026, features Alphabet Inc. (GOOGL) and Somnigroup International Inc. (TPX) among top holdings.
David Abrams, managing director at Abrams Capital Management, reported a portfolio valued at approximately $4.64 billion as of March 31, 2026.
Abrams Capital Management's holdings include Alphabet Inc. (GOOGL), Somnigroup International Inc. (TPX), and Nuvation Bio Inc. (NUVB), among others.
The fund's largest position is in Alphabet Inc. (GOOGL), which accounts for about 11.57% of the portfolio. The fund held 1,865,768 shares of Alphabet Inc. (GOOGL), worth $536.5 million. Compared to the previous period, the fund decreased its Alphabet Inc. (GOOGL) stake by 2.65%.
Somnigroup International Inc. (TPX) represents approximately 9.24% of the portfolio. The fund held 5,798,776 shares of Somnigroup International Inc. (TPX), valued at $428.6 million. The fund's stake in Somnigroup International Inc. (TPX) remained virtually flat, decreasing by just 0.09%.
Nuvation Bio Inc. (NUVB) accounts for about 0.12% of the portfolio. The fund held 1,270,504 shares of Nuvation Bio Inc. (NUVB), worth approximately $5.45 million. The fund significantly reduced its position in Nuvation Bio Inc. (NUVB), decreasing the stake by 66.67%.