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Portfolio (Quarterly) Guide ↗

ABRAMS CAPITAL MANAGEMENT, L.P.

· CIK 0001358706
13F Portfolio $4.6B AUM 11 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 Q3 2025 · All 2 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 GOOGL ALPHABET INC Communication Services 1,865,768.0 $536.5M 11.57% -51K -2.6% $287.56 +39.5%
2 NUVB NUVATION BIO INC Healthcare 1,270,504.0 $5.5M 0.12% -2.5M -66.7% $4.29 +10.0%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 45.2%
Consumer Cyclical 31.7%
Communication Services 17.8%
Financial Services 5.2%
Healthcare 0.1%