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← David Abrams

David Abrams's 2025Q2 portfolio

David Abrams (Abrams Capital Management) held 10 positions as of Jun 30, 2025, with the largest position at 45.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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 Jun 30, 2025 (10)

  1. 1LOARLoar Holdings Inc
    % port
    45.2%
    -1.7pp vs prior Qnow 39.6%
  2. 2LADLithia Motors Inc
    % port
    13.5%
    +0.8pp vs prior Q
  3. 3ABGAsbury Automotive Group
    % port
    8.2%
    now 9.1%
  4. 4SGISomnigroup International Inc
    % port
    6.5%
    +0.3pp vs prior Qnow 9.2%
  5. 5CPNGCoupang Inc
    % port
    6.4%
    +1.3pp vs prior Qnow 5.3%
  6. 6GOOGLAlphabet Inc-cl A
    % port
    6.1%
    +0.3pp vs prior Qnow 11.6%
  7. 7METAMeta Platforms Inc-class A
    % port
    4.8%
    +0.7pp vs prior Qnow 4.0%
  8. 8WTWWillis Towers Watson Plc Ltd
    % port
    3.6%
    -0.7pp vs prior Qnow 4.5%
  9. 9UHAL/BU-haul Holding Co-non Voting
    % port
    2.9%
    -0.5pp vs prior Qnow 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.