ABRAMS CAPITAL MANAGEMENT, L.P. Long-Term Concentrated

Location: Boston, MA

CIK: 0001358706 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 14, 2026

Total Value ($000): $4,638,238 (100.0% shares, 0.0% debt)

Holdings (11)

Exited Positions (1)

ET ENERGY TRANSFER L P 2.2%

Value ($000) $100,843 Shares 6,115,417 Est. Cost $4.92 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ET	ENERGY TRANSFER L P	6,115,417	$100,843	2.2%	$4.92	—	—	29273V100

Decreased Positions (2)

GOOGL ALPHABET INC 11.6%

Value ($000) $536,520 (-10.6%) Shares 1,865,768 (-2.7%) Est. Cost $109.14 Unrealized +196.2%

NUVB NUVATION BIO INC 0.1%

Value ($000) $5,450 (-84.0%) Shares 1,270,504 (-66.7%) Est. Cost $11.18 Unrealized -44.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	1,865,768 (-2.7%)	$536,520 (-10.6%)	11.6%	$109.14	+196.2%	CAP STK CL A	02079K305
NUVB	NUVATION BIO INC	1,270,504 (-66.7%)	$5,450 (-84.0%)	0.1%	$11.18	-44.7%	COM CL A	67080N101

Unchanged Positions (9)

LOAR LOAR HOLDINGS INC 39.6%

Value ($000) $1,836,158 Shares 32,050,240 Est. Cost $54.19 Unrealized +27.2%

LAD LITHIA MTRS INC 13.4%

Value ($000) $621,936 Shares 2,490,534 Est. Cost $114.03 Unrealized +182.2%

SGI SOMNIGROUP INTERNATIONAL INC 9.2%

Value ($000) $428,646 Shares 5,798,776 Est. Cost $50.16 Unrealized +83.4%

ABG ASBURY AUTOMOTIVE GROUP INC 9.1%

Value ($000) $421,205 Shares 2,155,492 Est. Cost $68.21 Unrealized +246.6%

CPNG COUPANG INC 5.3%

Value ($000) $245,779 Shares 13,017,964 Est. Cost $28.29 Unrealized -29.8%

META META PLATFORMS INC 4.0%

Value ($000) $186,031 Shares 325,155 Est. Cost $136.16 Unrealized +381.5%

WTW WILLIS TOWERS WATSON PLC LTD 4.5%

Value ($000) $209,530 Shares 720,779 Est. Cost $109.67 Unrealized +187.2%

UHAL/B U HAUL HOLDING COMPANY 3.1%

Value ($000) $145,243 Shares 3,251,469 Est. Cost $57.91 Unrealized -14.6%

UHAL U HAUL HOLDING COMPANY 0.0%

Value ($000) $1,739 Shares 36,401 Est. Cost $35.95 Unrealized +49.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
LOAR	LOAR HOLDINGS INC	32,050,240	$1,836,158	39.6%	$54.19	+27.2%	COM SHS	53947R105
LAD	LITHIA MTRS INC	2,490,534	$621,936	13.4%	$114.03	+182.2%	COM	536797103
SGI	SOMNIGROUP INTERNATIONAL INC	5,798,776	$428,646	9.2%	$50.16	+83.4%	COM	88023U101
ABG	ASBURY AUTOMOTIVE GROUP INC	2,155,492	$421,205	9.1%	$68.21	+246.6%	COM	043436104
CPNG	COUPANG INC	13,017,964	$245,779	5.3%	$28.29	-29.8%	CL A	22266T109
META	META PLATFORMS INC	325,155	$186,031	4.0%	$136.16	+381.5%	CL A	30303M102
WTW	WILLIS TOWERS WATSON PLC LTD	720,779	$209,530	4.5%	$109.67	+187.2%	SHS	G96629103
UHAL/B	U HAUL HOLDING COMPANY	3,251,469	$145,243	3.1%	$57.91	-14.6%	COM SER N	023586506
UHAL	U HAUL HOLDING COMPANY	36,401	$1,739	0.0%	$35.95	+49.7%	COM	023586100