David Abrams
Abrams Capital · Value · $5.5B across 11 positions
As reported for the quarter ending Jun 30, 2026, filed Aug 13, 2026. Read it on EDGAR
Largest positions
| Holding | Value | Share of portfolio | Change |
|---|---|---|---|
| LOARLoar Holdings INC | $2.6B | 47.15% | Unchanged |
| LADLithia Mtrs INC | $723.5M | 13.20% | Unchanged |
| GOOGLAlphabet INC | $489.8M | 8.94% | Trimmed -27% |
| SGISomnigroup International INC | $454.6M | 8.30% | Unchanged |
| ABGAsbury Automotive Group INC | $433.4M | 7.91% | Unchanged |
| CPNGCoupang INC | $226.1M | 4.13% | Unchanged |
| Not listedWillis Towers Watson PLC LTD | $188.4M | 3.44% | Unchanged |
| UHAL-BU Haul Holding Company | $187.6M | 3.42% | Unchanged |
| METAMeta Platforms INC | $183.2M | 3.34% | Unchanged |
| NUVBNuvation Bio INC | $7.2M | 0.13% | Unchanged |
| UHALU Haul Holding Company | $2.4M | 0.04% | Unchanged |