ABRAMS CAPITAL MANAGEMENT, L.P.
13F filer · CIK 1358706 · Boston, MA
Summary
ABRAMS CAPITAL MANAGEMENT, L.P. reported $5.48B across 11 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are LOAR (47.1%), LAD (13.2%), GOOGL (8.9%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 0, trimmed 1 and sold out of 0.
Reported value$5.48B
Positions11
Report period2026 Q2
FiledAug 13, 2026
New positions0
Added0
Trimmed1
Sold out0
Top 11 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 47.1%Value $2.58BPrice $63.55Shares 32.05MSince Jun 30 -21.16%
Weight 13.2%Value $723.48MPrice $289.26Shares 2.49MSince Jun 30 -0.42%
Weight 8.9%Value $489.77MPrice $340.92Shares 1.37M -26.55%Since Jun 30 -4.60%
Weight 8.3%Value $454.62MPrice $62.26Shares 5.80MSince Jun 30 -20.59%
Weight 7.9%Value $433.43MPrice $173.95Shares 2.16MSince Jun 30 -13.49%
Weight 4.1%Value $226.12MPrice $13.85Shares 13.02MSince Jun 30 -20.26%
Weight 3.4%Value $188.39MPrice $288.57Shares 721KSince Jun 30 +10.41%
Weight 3.4%Value $187.61MPrice $53.45Shares 3.25MSince Jun 30 -7.37%
Weight 3.3%Value $183.16MPrice $738.79Shares 325KSince Jun 30 +31.16%
Weight 0.1%Value $7.22MPrice $5.62Shares 1.27MSince Jun 30 -1.06%
Weight 0.0%Value $2.38MPrice $60.88Shares 36KSince Jun 30 -6.97%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 47.1% | $2.58B | -21.16% | — | Hold | |
| 13.2% | $723.48M | -0.42% | — | Hold | |
| 8.9% | $489.77M | -4.60% | -26.55% | Trim | |
| 8.3% | $454.62M | -20.59% | — | Hold | |
| 7.9% | $433.43M | -13.49% | — | Hold | |
| 4.1% | $226.12M | -20.26% | — | Hold | |
| 3.4% | $188.39M | +10.41% | — | Hold | |
| 3.4% | $187.61M | -7.37% | — | Hold | |
| 3.3% | $183.16M | +31.16% | — | Hold | |
| 0.1% | $7.22M | -1.06% | — | Hold | |
| 0.0% | $2.38M | -6.97% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
No new or added positions this quarter.
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.