Abrams Capital Management, L.P.

sold out of Energy Transfer L. Portfolio down 18% to $4.6B.

$4.6B portfolio11 holdingstop 10 = 100%filed 2026-05-14

1LOARLoar Holdings Inc39.59%
$1.8B - 32.1M shares-
2LADLithia MTRS Inc13.41%
$621.9M - 2.5M shares-
3GOOGLAlphabet Inc11.57%
$536.5M - 1.9M shares-51K
4SGISomnigroup International I9.24%
$428.6M - 5.8M shares-5K
5ABGAsbury Automotive Group In9.08%
$421.2M - 2.2M shares-
6CPNGCoupang Inc5.30%
$245.8M - 13.0M shares-
7Willis Towers Watson PLC LTD4.52%
$209.5M - 721K shares-
8METAMeta Platforms Inc4.01%
$186.0M - 325K shares-
9U Haul Holding Company3.13%
$145.2M - 3.3M shares-
10NUVBNuvation Bio Inc0.12%
$5.5M - 1.3M shares-2.5M
11UHALU Haul Holding Company0.04%
$1.7M - 36K shares-

#	Stock
1	LOARLoar Holdings Inc	39.59%	$1.8B	32.1M	-
2	LADLithia MTRS Inc	13.41%	$621.9M	2.5M	-
3	GOOGLAlphabet Inc	11.57%	$536.5M	1.9M	-51K
4	SGISomnigroup International I	9.24%	$428.6M	5.8M	-5K
5	ABGAsbury Automotive Group In	9.08%	$421.2M	2.2M	-
6	CPNGCoupang Inc	5.30%	$245.8M	13.0M	-
7	Willis Towers Watson PLC LTD	4.52%	$209.5M	721K	-
8	METAMeta Platforms Inc	4.01%	$186.0M	325K	-
9	U Haul Holding Company	3.13%	$145.2M	3.3M	-
10	NUVBNuvation Bio Inc	0.12%	$5.5M	1.3M	-2.5M
11	UHALU Haul Holding Company	0.04%	$1.7M	36K	-

What a 13F does not show

Filed up to 45 days after the quarter ends, so this is Q1 2026, not today. US-listed shares and some options only. No short bets, cash, bonds, or foreign listings.