David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 13 security holdings in their (2025 Q1) SEC 13F filing(s) with portfolio value of $5,636,005,450.

What stocks does David Abrams own?

In David Abrams's portfolio as of 31 Mar 2025, the top 5 holdings are (LOAR) LOAR HOLDINGS INC (46.92%), (LAD) LITHIA MOTORS INC (12.73%), (ABG) ASBURY AUTOMOTIVE GROUP (8.26%), (TPX) TEMPUR SEALY INTERNATIONAL I (6.21%) and (GOOGL) ALPHABET INC-CL A (5.83%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2025 Q1" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2025 Q1), please click on the "important" button.

Portfolio value: $5,636M+

Period: 2025 Q1

Number of stock: 13

Update: 09 May 2025

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

5.83%

2,124,130

$154.64

8.94% $168.47

$328,475,463

UHAL

AMERCO

0.04%

36,401

$65.36

5.16% $61.99

$2,379,169

ABG

ASBURY AUTOMOTIVE GROUP

8.26%

2,108,540

$220.84

1.97% $225.19

$465,649,974

CTLP

CANTALOUPE INC

1.00%

7,180,000

$7.87

7.62% $8.47

$56,506,600

CPNG

COUPANG INC

5.07%

13,017,964

$21.93

25.17% $27.45

$285,483,951

ENERGY TRANSFER LP

2.05%

6,205,777

$18.59

3.98% $17.85

$115,365,394

-65.20% (-11,628,545)

-3.84%

LAD

LITHIA MOTORS INC

12.73%

2,444,678

$293.54

6.10% $311.45

$717,610,780

+2.24% (+53,490)

+0.28%

LOAR

LOAR HOLDINGS INC

46.92%

37,427,917

$70.65

20.86% $85.39

$2,644,282,336