Superinvestors / Abrams Capital Management
David Abrams
Abrams Capital Management
Opportunistic value
$4.64B 13F value
11 positions · as of 2026-03-31 · filed 2026-05-14
This quarter
0 new1 exited0 added3 trimmed
Positions held steady are not reported as moves, so they are absent from these counts.
Largest positions
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Value |
|---|---|---|---|
| LOAR | LOAR HOLDINGS INCUNCHANGED | 39.59% | $1.84B |
| LAD | LITHIA MTRS INCUNCHANGED | 13.41% | $621.94M |
| GOOGL | ALPHABET INCDECREASED -2.7% | 11.57% | $536.52M |
| SGI | TEMPUR PEDIC INTL INCDECREASED | 9.24% | $428.65M |
| ABG | ASBURY AUTOMOTIVE GROUP INCUNCHANGED | 9.08% | $421.20M |
Showing 5 of 11
Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.
See all 11 positions
David Abrams's full reported portfolio with every weight, and the complete list of what they bought, sold and trimmed last quarter — free with an account, no card required.
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