Abrams Capital Management · portfolio as of Q2 2026, filed Aug 13, 2026
Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.
3 of 7 holdings are Undervalued or On Sale by our valuation (47% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 4 not valued.
David Abrams's portfolio holds 11 stocks worth $5.5B at the end of Q2 2026. The largest positions are LOAR, LAD, GOOGL, SGI and ABG.
We didn't record any new positions or additions in Q2 2026.
In Q2 2026, David Abrams trimmed GOOGL.
LAD, ABG and UHAL are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 13, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →