13F filing recap · Q1 2026

What did Abrams Capital Management buy in Q1 2026?

Reported stock-position changes between this filing and the previous one.

Stock value

$4.64B

Positions

Estimated turnover

2.5%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

Quarter in review

Abrams Capital Management exited Energy Transfer LP and slightly trimmed Alphabet Inc. and Tempur Sealy International Inc. It also substantially reduced its Nuvation Bio Inc. position.

Reduced positions

GOOGLAlphabet Inc.$536.52Mreported value-50.9K shares-2.7%SGITempur Sealy International Inc$428.65Mreported value-5.4K shares-0.1%NUVBNuvation Bio Inc.$5.45Mreported value-2.54M shares-66.7%

Exited positions

ETEnergy Transfer LP$100.84Mprior reported value-6.12M shares-100.0%