David Abrams Holdings Activity

Abrams Capital Management Portfolio 13F

Abrams Capital Management has disclosed a total of 3 changes to the portfolio in the latest (2025 Q2) SEC report(s): bought 1 totally new, decreased the number of shares of 1 and completely sold out 1 position(s).

What stocks is David Abrams buying now?

In the recent quarter David Abrams has bought (CRCL) CIRCLE INTERNET GROUP INC (new buy).

What does David Abrams invest in?

David Abrams's top 5 holdings (by % of portfolio) are (LOAR) LOAR HOLDINGS INC (45.17%), (LAD) LITHIA MOTORS INC (13.51%), (ABG) ASBURY AUTOMOTIVE GROUP (8.23%), (TPX) TEMPUR SEALY INTERNATIONAL I (6.51%) and (CPNG) COUPANG INC (6.38%).

In the latest report(s) the following change has been made to the top investments: (LOAR) LOAR HOLDINGS INC (reduced shares -14.37%).

2016 Q4 (5 results)
UHAL
buy
+102,860
+1.40%
$369.59
84.11% $58.71
1.40%
QCP
buy
+4,459,185
+2.54%
$15.50
33.81% $20.74
2.54%
SYT
buy
+315,024
+0.91%
$79.05
97.14% $2.26
0.00%
TWX
buy
+3,050,000
+10.81%
$96.53
2.32% $98.77
10.81%
WLTW
buy
+1,183,287
+5.31%
$122.28
89.37% $231.56
5.31%
2016 Q2 (1 result)
35OA
buy
+15,384,269
+3.05%
$3.80
-
3.05%
2016 Q1 (4 results)
MFS
buy
+11,255,323
+7.84%
$14.74
-
7.84%
NSAM
buy
+7,908,145
+4.24%
$11.35
39.56% $15.84
4.24%
NRF
buy
+3,279,651
+2.03%
$13.12
22.94% $16.13
2.03%
TICC
buy
+59,105
+0.01%
$4.81
-
0.01%
2015 Q4 (2 results)
BEN
buy
+5,275,662
+10.62%
$36.82
31.42% $25.25
10.62%
TWC
buy
+661,000
+6.71%
$185.59
-
6.71%
2015 Q3 (4 results)
BNED
buy
+7,145,303
+6.50%
$12.71
31.86% $8.66
6.50%
CNL
buy
+1,200,000
+4.57%
$53.24
79.45% $10.94
4.57%
KERX
buy
+5,000,000
+1.26%
$3.52
4.55% $3.36
1.26%
MTW
buy
+1,252,675
+5.38%
$60.00
83.23% $10.06
5.38%
2015 Q2 (1 result)
WEN
buy
+4,250,000
+3.25%
$11.28
5.94% $10.61
0.00%
2015 Q1 (1 result)
VIP
buy
+2,959,958
+1.15%
$5.24
-
1.15%
2014 Q4 (2 results)
1448062D
buy
+700,000
+3.14%
$86.70
-
3.14%
MGI
buy
+2,313,090
+1.09%
$9.09
20.90% $10.99
1.09%
2014 Q3 (3 results)
COV
buy
+2,620,000
+13.41%
$86.51
-
13.41%
INXN
buy
+820,269
+1.34%
$27.69
-
1.34%
RYAM
buy
+2,500,000
+4.87%
$32.91
83.14% $5.55
4.87%
2014 Q2 (4 results)
GTIV
buy
+975,170
+1.04%
$15.06
-
0.00%
NAVI
buy
+5,170,518
+6.47%
$17.71
22.70% $13.69
0.00%
OPB
buy
+2,270,265
+4.39%
$27.36
-
4.39%
RYN
buy
+920,710
+2.31%
$35.55
23.52% $27.19
0.00%
2014 Q1 (2 results)
BKS
buy
+2,115,229
+3.50%
$20.90
-
3.50%
MSFT
buy
+3,420,000
+11.09%
$40.99
1K+% $508.26
11.09%
2013 Q4 (3 results)
ENT1USD
buy
+3,000,000
+3.51%
$14.87
-
3.51%
JCP
buy
+1,000,000
+0.72%
$9.15
-
0.72%
WFC
buy
+2,770,000
+9.90%
$45.40
73.99% $78.99
9.90%
32 of 78

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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.