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← David Abrams

David Abrams's 2025Q1 portfolio

David Abrams (Abrams Capital Management) held 10 positions as of Mar 31, 2025, with the largest position at 46.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (10)

  1. 1LOARLoar Holdings Inc
    % port
    46.9%
    +2.4pp vs prior Qnow 39.6%
  2. 2LADLithia Motors Inc
    % port
    12.7%
    -1.0pp vs prior Qnow 13.4%
  3. 3ABGAsbury Automotive Group
    % port
    8.3%
    now 9.1%
  4. 4SGISomnigroup International Inc
    % port
    6.2%
    +2.9pp vs prior Qnow 9.2%
  5. 5GOOGLAlphabet Inc-cl A
    % port
    5.8%
    -0.6pp vs prior Qnow 11.6%
  6. 6CPNGCoupang Inc
    % port
    5.1%
    +0.5pp vs prior Qnow 5.3%
  7. 7WTWWillis Towers Watson Plc Ltd
    % port
    4.3%
    +0.7pp vs prior Qnow 4.5%
  8. 8METAMeta Platforms Inc-class A
    % port
    4.0%
    -1.2pp vs prior Q
  9. 9UHAL/BU-haul Holding Co-non Voting
    % port
    3.4%
    now 3.1%
  10. 10NUVBNuvation Bio Inc
    % port
    0.1%

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.