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 (2025 Q2) SEC 13F filing(s) with portfolio value of $6,113,792,290.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Jun 2025, the top 5 holdings 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%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2025 Q2" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2025 Q2), please click on the "important" button.

Portfolio value: $6,113M+

Period: 2025 Q2

Number of stock: 13

Update: 08 Aug 2025

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

6.12%

2,124,130

$176.23

14.60% $201.96

$374,335,430

UHAL

AMERCO

0.04%

36,401

$60.56

2.49% $59.05

$2,204,445

ABG

ASBURY AUTOMOTIVE GROUP

8.23%

2,108,540

$238.54

1.95% $243.18

$502,971,132

CRCL

CIRCLE INTERNET GROUP INC

0.82%

275,000

$181.29

15.52% $153.16

$49,854,750

buy

+0.82%

CPNG

COUPANG INC

6.38%

13,017,964

$29.96

4.97% $28.47

$390,018,201

ENERGY TRANSFER LP

1.84%

6,205,777

$18.13

3.53% $17.49

$112,510,737

LAD

LITHIA MOTORS INC

13.51%

2,444,678

$337.82

6.73% $315.08

$825,861,122

LOAR

LOAR HOLDINGS INC

45.17%

32,050,240

$86.17

20.82% $68.23

$2,761,769,181

-14.37% (-5,377,677)

-7.58%

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

CTLP

CANTALOUPE INC

7,180,000

-0.92%

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.