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David Abrams

Abrams Capital Management

Abrams Capital Management Portfolio 13F

David Abrams Holdings Activity

Portfolio value:
$6.17B≈ (+$56M≈)
Previous value:
$6.11B≈
# of changes:
2
New positions:
0
Reported for:
30 Sep 2025 (Q3)
Latest filing date:
07 Nov 2025
Abrams Capital Management has disclosed a total of 2 changes to the portfolio in the (2025 Q3) SEC report(s): increased the number of shares of 2 position(s).

What stocks did David Abrams buy in 2025 Q3?

During 2025 Q3 David Abrams has purchased 2 securities: (LAD) Lithia Motors Inc (added shares +1.88%) and (ABG) Asbury Automotive Group Inc (added shares +2.23%).

What did David Abrams invest in during 2025 Q3?

David Abrams's top 5 holdings (by % of portfolio) were (LOAR) Loar Holdings Inc (41.56%), (LAD) Lithia Motors Inc (12.76%), (ABG) Asbury Automotive Group Inc (8.54%), (GOOGL) Alphabet Inc, CL-A (8.37%) and (SGI) Somnigroup International Inc (7.99%).
In the 2025 Q3 report(s) the following changes have been made to the top investments: (LAD) Lithia Motors Inc (added shares +1.88%) and (ABG) Asbury Automotive Group Inc (added shares +2.23%).
* 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.