David Abrams Holdings Activity

Abrams Capital Management Portfolio 13F

Abrams Capital Management has disclosed a total of 4 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 2 and decreased the number of shares of 2 position(s).

What stocks is David Abrams buying now?

In the recent quarter David Abrams has purchased 2 securities: (TPX) TEMPUR SEALY INTERNATIONAL I (added shares +62.37%) and (LAD) LITHIA MOTORS INC (added shares +2.24%).

What does David Abrams invest in?

David Abrams's top 5 holdings (by % of portfolio) 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%).

In the latest report(s) the following changes have been made to the top investments: (LAD) LITHIA MOTORS INC (added shares +2.24%) and (TPX) TEMPUR SEALY INTERNATIONAL I (added shares +62.37%).

2021 Q4 (3 results)
WLTW
-2.31%
-15,785
-0.13%
$237.49
2.50% $231.56
5.57%
UHAL
-20.18%
-113,280
-1.80%
$726.23
91.56% $61.31
7.14%
USCB
-100.00%
-859,354
-0.23%
$12.20
39.43% $17.01
0.00%
2021 Q3 (1 result)
PCG
-100.00%
-17,365,827
-4.70%
$10.17
29.40% $13.16
0.00%
2021 Q2 (2 results)
PCG
-6.89%
-1,285,079
-0.35%
$10.17
29.40% $13.16
0.00%
USAT
-100.00%
-2,090,000
-0.50%
$10.66
-
0.00%
2021 Q1 (5 results)
PCG
-1.94%
-450,000
-0.12%
$11.71
12.38% $13.16
6.00%
TMDX
-100.00%
-3,394,863
-1.57%
$19.90
469.45% $113.32
0.00%
BMY.R
-100.00%
-13,144,188
-0.39%
$0.69
-
0.00%
CCO
-100.00%
-3,354,390
-0.12%
$1.65
25.46% $1.23
0.00%
SCU
-100.00%
-514,161
-0.18%
$15.20
16.31% $12.72
0.00%
2020 Q4 (4 results)
PCG
-7.22%
-1,804,992
-0.63%
$12.46
5.62% $13.16
8.15%
SCU
-67.19%
-1,053,145
-0.46%
$15.20
16.31% $12.72
0.00%
AKBA
-100.00%
-5,656,462
-0.40%
$2.51
55.38% $3.90
0.00%
BEN
-100.00%
-8,203,848
-4.71%
$20.35
19.66% $24.35
0.00%
2020 Q3 (5 results)
BEN
-15.58%
-1,513,993
-0.97%
$20.35
19.66% $24.35
0.00%
CWH
-16.37%
-1,000,000
-0.94%
$29.75
41.24% $17.48
4.80%
SCU
-22.72%
-467,686
-0.17%
$11.74
8.35% $12.72
0.59%
BMY.R
-36.21%
-5,209,558
-0.60%
$2.25
-
1.05%
PACDQ
-100.00%
-406,076
-0.01%
$0.50
-
0.00%
2020 Q2 (3 results)
PACDQ
-94.52%
-7,008,461
-0.11%
$0.50
-
0.00%
SPH
-100.00%
-2,667,512
-1.22%
$14.14
30.98% $18.52
0.00%
AGN
-100.00%
-1,046,110
-7.09%
$177.10
-
0.00%
2020 Q1 (2 results)
SPH
-10.74%
-320,834
-0.18%
$14.14
30.98% $18.52
0.00%
ORLY
-100.00%
-7,792,140
-8.96%
$29.22
212.28% $91.24
0.00%
2019 Q4 (9 results)
META
-0.49%
-5,011
-0.03%
$205.25
242.47% $702.91
6.50%
BEN
-0.56%
-54,645
-0.04%
$25.98
6.27% $24.35
7.84%
WLTW
-1.42%
-15,810
-0.10%
$201.94
14.67% $231.56
6.86%
GOOGL
-2.50%
-61,960
-0.13%
$66.97
173.21% $182.97
5.04%
ORLY
-2.70%
-216,150
-0.20%
$29.22
212.28% $91.24
0.00%
LAD
-3.21%
-73,932
-0.34%
$147.00
125.33% $331.23
10.17%
SCU
-7.42%
-144,375
-0.11%
$22.10
42.44% $12.72
1.41%
CELG
-100.00%
-3,545,256
-20.83%
$99.30
-
0.00%
AABA
-100.00%
-12,650,000
-7.66%
$19.48
-
0.00%
2019 Q3 (1 result)
35OB
-100.00%
-2,223,860
-1.43%
$22.96
-
0.00%
2019 Q2 (3 results)
ORLY
-28.64%
-3,213,570
-2.15%
$24.62
270.57% $91.24
5.36%
BNED
-100.00%
-4,260,401
-0.49%
$4.20
170.47% $11.36
0.00%
9977553D
-100.00%
-3,354,390
-0.49%
$5.35
-
0.00%
2019 Q1 (9 results)
UHAL
-2.57%
-10,868
-0.15%
$371.51
83.50% $61.31
5.86%
TEVA
-2.57%
-314,170
-0.21%
$15.68
2.10% $16.01
7.95%
KMI
-2.64%
-231,589
-0.13%
$20.01
39.48% $27.91
4.79%
BEN
-2.64%
-265,220
-0.25%
$33.14
26.52% $24.35
9.10%
ORLY
-13.01%
-1,677,855
-1.22%
$25.89
252.46% $91.24
8.16%
BNED
-27.45%
-1,612,064
-0.19%
$4.20
170.47% $11.36
0.00%
WU
-100.00%
-10,434,763
-5.00%
$17.06
52.40% $8.12
0.00%
ENT1USD
-100.00%
-4,824,971
-0.38%
$2.23
-
0.00%
35OA
-100.00%
-22,238,592
-0.57%
$0.92
-
0.00%
47 of 186

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.