Superinvestors / Abrams Capital Management
David Abrams
Abrams Capital Management
Opportunistic value
This quarter
Positions held steady are not reported as moves, so they are absent from these counts.
Trimmed: GOOGL
Portfolio
By weight · every resolvable issuer links to its company page · tags are this quarter's reported move
| Ticker | Issuer | % of portfolio | Reported price | Value | Shares |
|---|---|---|---|---|---|
| LOAR | LOAR HOLDINGS INC· COM SHSUNCHANGED | 47.15% | $80.61 | $2.58B | 32.1M |
| LAD | LITHIA MTRS INCUNCHANGED | 13.20% | $290.49 | $723.48M | 2.5M |
| GOOGL | ALPHABET INC· CAP STK CL ADECREASED -26.5% | 8.94% | $357.37 | $489.77M | 1.4M |
| SGI | SOMNIGROUP INTERNATIONAL INCUNCHANGED | 8.30% | $78.40 | $454.62M | 5.8M |
| ABG | ASBURY AUTOMOTIVE GROUP INCUNCHANGED | 7.91% | $201.08 | $433.43M | 2.2M |
| CPNG | COUPANG INC· CL AUNCHANGED | 4.13% | $17.37 | $226.12M | 13.0M |
| WTW | WILLIS TOWERS WATSON PLC LTDUNCHANGED | 3.44% | $261.37 | $188.39M | 720.8K |
| UHAL/B | U HAUL HOLDING COMPANY· COM SER NUNCHANGED | 3.42% | $57.70 | $187.61M | 3.3M |
| META | META PLATFORMS INC· CL AUNCHANGED | 3.34% | $563.29 | $183.16M | 325.2K |
| NUVB | NUVATION BIO INC· COM CL AUNCHANGED | 0.13% | $5.68 | $7.22M | 1.3M |
Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.
The top 10 positions are 100.0% of the reported portfolio, across 11 positions.
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 more of David Abrams's portfolio
More of David Abrams's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.
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