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Abrams Capital Management, L.p.
kapitalforvalter · portefølje $5.48 mia. · 11 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 13.08.2026; ændring — mod 31.03.2026 · 11
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i Kvartalet |
|---|---|---|---|---|
| Loar Holdings Inc. US:LOAR | 32 050 240 | $2.58 mia. | 47.15% | — |
| LITHIA MOTORS INC US:LAD | 2 490 534 | $723 mio. | 13.20% | — |
| Alphabet Inc. US:GOOGL | 1 370 495 | $490 mio. | 8.94% | −495 273 |
| Somnigroup International Inc… US:SGI | 5 798 776 | $455 mio. | 8.30% | — |
| Asbury Automotive Group Inc US:ABG | 2 155 492 | $433 mio. | 7.91% | — |
| Coupang LLC US:CPNG | 13 017 964 | $226 mio. | 4.13% | — |
| WILLIS TOWERS WATSON PLC LTD CUSIP G96629103 | 720 779 | $188 mio. | 3.44% | — |
| U-Haul Holding Company US:UHAL-B | 3 251 469 | $188 mio. | 3.42% | — |
| Meta Platforms, Inc. US:META | 325 155 | $183 mio. | 3.34% | — |
| Nuvation Bio Inc US:NUVB | 1 270 504 | $7.22 mio. | 0.13% | — |
| U-Haul Holding Company US:UHAL | 36 401 | $2.38 mio. | 0.04% | — |
I virksomheder i vores database 2
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Somnigroup International Inc… | 2.76% | 5 798 776 | 2026-06-30 |
| Vistry Group PLC | — | 40 946 611 | 2025-12-31 |
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