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David Abrams

Abrams Capital Management

Abrams Capital Management Portfolio 13F

David Abrams Holdings Activity

Portfolio value:
$4.64B≈ (-$1B≈)
Previous value:
$5.67B≈
# of changes:
4
New positions:
0
Reported for:
31 Mar 2026 (Q1)
Latest filing date:
14 May 2026
Abrams Capital Management has disclosed a total of 4 changes to the portfolio in the latest (2026 Q1) SEC report(s): decreased the number of shares of 3 and completely sold out 1 position(s).

What stocks is David Abrams buying now?

In the recent quarter David Abrams has not purchased any securities.

What does David Abrams invest in?

David Abrams's top 5 holdings (by % of portfolio) are (LOAR) Loar Holdings Inc (39.59%), (LAD) Lithia Motors Inc (13.41%), (GOOGL) Alphabet Inc, CL-A (11.57%), (SGI) Somnigroup International Inc (9.24%) and (ABG) Asbury Automotive Group Inc (9.08%).
In the latest report(s) the following changes have been made to the top investments: (GOOGL) Alphabet Inc, CL-A (reduced shares -2.65%) and (SGI) Somnigroup International Inc (reduced shares -0.09%).
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.