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← David Abrams

David Abrams's 2024Q4 portfolio

David Abrams (Abrams Capital Management) held 10 positions as of Dec 31, 2024, with the largest position at 44.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Dec 31, 2024 (10)

  1. 1LOARLoar Holdings Inc
    % port
    44.5%
    -1.5pp vs prior Qnow 39.6%
  2. 2LADLithia Motors Inc
    % port
    13.7%
    +1.6pp vs prior Qnow 13.4%
  3. 3ABGAsbury Automotive Group
    % port
    8.2%
    +0.2pp vs prior Qnow 9.1%
  4. 4GOOGLAlphabet Inc-cl A
    % port
    6.5%
    +1.0pp vs prior Qnow 11.6%
  5. 5METAMeta Platforms Inc-class A
    % port
    5.3%
    -0.5pp vs prior Qnow 4.0%
  6. 6CPNGCoupang Inc
    % port
    4.6%
    -0.5pp vs prior Qnow 5.3%
  7. 7WTWWillis Towers Watson Plc Ltd
    % port
    3.6%
    +0.2pp vs prior Qnow 4.5%
  8. 8UHAL/BU-haul Holding Co-non Voting
    % port
    3.4%
    -0.6pp vs prior Qnow 3.1%
  9. 9SGISomnigroup International Inc
    % port
    3.3%
    +0.1pp vs prior Qnow 9.2%
  10. 10NUVBNuvation Bio Inc
    % port
    0.2%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.