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

Location: Boston, MA

CIK: 0001358706 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 13, 2026

Total Value: $5.48B (100.0% shares, 0.0% debt)

Holdings (11)

Decreased Positions (1)

GOOGL ALPHABET INC 8.9%

Value $490M (-8.7%) Shares 1,370,495 (-26.5%) Est. Cost $109.14 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	1,370,495 (-26.5%)	$490M (-8.7%)	8.9%	$109.14	—	CAP STK CL A	02079K305

Unchanged Positions (10)

LOAR LOAR HOLDINGS INC 47.1%

Value $2.584B Shares 32,050,240 Est. Cost $54.19 Unrealized —

LAD LITHIA MTRS INC 13.2%

Value $723M Shares 2,490,534 Est. Cost $114.03 Unrealized —

UHAL/B U HAUL HOLDING COMPANY 3.4%

Value $188M Shares 3,251,469 Est. Cost $57.91 Unrealized —

SGI SOMNIGROUP INTERNATIONAL INC 8.3%

Value $455M Shares 5,798,776 Est. Cost $50.16 Unrealized —

WTW WILLIS TOWERS WATSON PLC LTD 3.4%

Value $188M Shares 720,779 Est. Cost $109.67 Unrealized —

CPNG COUPANG INC 4.1%

Value $226M Shares 13,017,964 Est. Cost $28.29 Unrealized —

ABG ASBURY AUTOMOTIVE GROUP INC 7.9%

Value $433M Shares 2,155,492 Est. Cost $68.21 Unrealized —

META META PLATFORMS INC 3.3%

Value $183M Shares 325,155 Est. Cost $136.16 Unrealized —

NUVB NUVATION BIO INC 0.1%

Value $7.216M Shares 1,270,504 Est. Cost $11.18 Unrealized —

UHAL U HAUL HOLDING COMPANY 0.0%

Value $2.382M Shares 36,401 Est. Cost $35.95 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
LOAR	LOAR HOLDINGS INC	32,050,240	$2.584B	47.1%	$54.19	—	COM SHS	53947R105
LAD	LITHIA MTRS INC	2,490,534	$723M	13.2%	$114.03	—	COM	536797103
UHAL/B	U HAUL HOLDING COMPANY	3,251,469	$188M	3.4%	$57.91	—	COM SER N	023586506
SGI	SOMNIGROUP INTERNATIONAL INC	5,798,776	$455M	8.3%	$50.16	—	COM	88023U101
WTW	WILLIS TOWERS WATSON PLC LTD	720,779	$188M	3.4%	$109.67	—	SHS	G96629103
CPNG	COUPANG INC	13,017,964	$226M	4.1%	$28.29	—	CL A	22266T109
ABG	ASBURY AUTOMOTIVE GROUP INC	2,155,492	$433M	7.9%	$68.21	—	COM	043436104
META	META PLATFORMS INC	325,155	$183M	3.3%	$136.16	—	CL A	30303M102
NUVB	NUVATION BIO INC	1,270,504	$7.216M	0.1%	$11.18	—	COM CL A	67080N101
UHAL	U HAUL HOLDING COMPANY	36,401	$2.382M	0.0%	$35.95	—	COM	023586100