ABRAMS CAPITAL MANAGEMENT, L.P.
Top Portfolio Positions
10 positions ·
$4,492,995,103 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| LOAR |
Loar Holdings Inc.
Industrials
|
32,050,240 | $1,836,158,249 | 40.87% | |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
2,490,534 | $621,936,150 | 13.84% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,865,768 | $536,520,246 | 11.94% | |
| SGI |
Somnigroup International Inc.
Consumer Cyclical
|
5,798,776 | $428,645,521 | 9.54% | |
| ABG |
Asbury Automotive Group Inc
Consumer Cyclical
|
2,155,492 | $421,204,691 | 9.37% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
13,017,964 | $245,779,160 | 5.47% | |
| WTW |
Willis Towers Watson PLC
Financial Services
|
720,779 | $209,530,455 | 4.66% | |
| META |
Meta Platforms, Inc.
Communication Services
|
325,155 | $186,030,930 | 4.14% | |
| NUVB |
Nuvation Bio Inc.
Healthcare
|
1,270,504 | $5,450,462 | 0.12% | |
| UHAL |
U-Haul Holding Co /NV/
Industrials
|
36,401 | $1,739,239 | 0.04% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SGI
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $428,645,521 | 5,798,776 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $518,193,262 | 5,804,136 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $492,929,595 | 5,845,246 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $397,768,990 | 5,845,246 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $350,013,330 | 5,845,246 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $204,084,000 | 3,600,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $196,560,000 | 3,600,000 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $170,424,000 | 3,600,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $204,552,000 | 3,600,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $183,492,000 | 3,600,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $156,024,000 | 3,600,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $144,252,000 | 3,600,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $142,164,000 | 3,600,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $123,588,000 | 3,600,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $86,904,000 | 3,600,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $76,932,000 | 3,600,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $100,512,000 | 3,600,000 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $169,308,000 | 3,600,000 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $167,076,000 | 3,600,000 | Shares | Sole | 2021-11-12 | |
| No 13F history on record for this holder in this stock. | ||||||