What did David Abrams buy in Q2 2025?

David Abrams opened 1 new position (CRCL) and added to 0 existing holdings in the Q2 2025 13F.

What did David Abrams sell in Q2 2025?

David Abrams exited 1 position (CTLP) and trimmed 0.

What David Abrams bought and sold in Q2 2025

In Q2 2025, David Abrams (Abrams Capital Management) opened 1 new position — including CRCL (0.8%), exited 1 (CTLP). The book stood at $6.11B across 13 positions, filed Aug 8, 2025.

1New0Added0Trimmed1Exited

Share𝕏 in

New positions (1)

CRCLCircle Internet Group Inc0.8% · $50M

Exited (1)

CTLPCantaloupe Incwas 1.0% of book

David Abrams's other filings

Q1 2026 changes Q4 2025 changes Q1 2025 changes Q4 2024 changes

David Abrams's full portfolio →The whole cohort in Q2 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.