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 (2024 Q4) SEC 13F filing(s) with portfolio value of $6,216,647,321.

What stocks does David Abrams own?

In David Abrams's portfolio as of 31 Dec 2024, the top 5 holdings are (LOAR) LOAR HOLDINGS INC (44.50%), (LAD) LITHIA MOTORS INC (13.75%), (ABG) ASBURY AUTOMOTIVE GROUP (8.24%), (GOOGL) ALPHABET INC-CL A (6.47%) and (ET) ENERGY TRANSFER LP (5.62%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2024 Q4" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2024 Q4), please click on the "important" button.

Portfolio value: $6,216M+
Period: 2024 Q4
Number of stock: 13
Update: 07 Feb 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
GOOGL
ALPHABET INC-CL A
6.47%
2,124,130
$189.30
15.16% $160.61
$402,097,809
+2.75% (+56,935)
+0.17%
UHAL
AMERCO
0.04%
36,401
$69.09
11.84% $60.91
$2,514,945
ABG
ASBURY AUTOMOTIVE GROUP
8.24%
2,108,540
$243.03
7.65% $224.45
$512,438,476
CTLP
CANTALOUPE INC
1.10%
7,180,000
$9.51
17.46% $7.85
$68,281,800
CPNG
COUPANG INC
4.60%
13,017,964
$21.98
6.55% $23.42
$286,134,849
ET
ENERGY TRANSFER LP
5.62%
17,834,322
$19.59
11.79% $17.28
$349,374,368
LAD
LITHIA MOTORS INC
13.75%
2,391,188
$357.43
18.64% $290.81
$854,682,327
LOAR
LOAR HOLDINGS INC
44.50%
37,427,917
$73.91
29.35% $95.60
$2,766,297,345
-2.62% (-1,006,461)
-1.20%
META
META PLATFORMS INC-CLASS A
5.25%
557,752
$585.51
6.11% $549.74
$326,569,374
-10.12% (-62,795)
-0.59%
NUVB
NUVATION BIO INC
0.16%
3,811,513
$2.66
18.80% $2.16
$10,138,625
TPX
TEMPUR SEALY INTERNATIONAL I
3.28%
3,600,000
$56.69
16.09% $65.81
$204,084,000
UHAL.B
U-HAUL HOLDING CO-NON VOTING
3.35%
3,251,469
$64.05
15.18% $54.33
$208,256,589
-4.47% (-152,267)
-0.16%
WLTW
WILLIS TOWERS WATSON PLC
3.63%
720,779
$313.24
26.08% $231.56
$225,776,814
13 of 13

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
CWH
CAMPING WORLD HOLDINGS INC-A
3,108,808
-1.21%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.