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← David Abrams

David Abrams's 2025Q3 portfolio

David Abrams (Abrams Capital Management) held 10 positions as of Sep 30, 2025, with the largest position at 41.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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 Sep 30, 2025 (10)

  1. 1LOARLoar Holdings Inc
    % port
    41.6%
    -3.6pp vs prior Qnow 39.6%
  2. 2LADLithia Motors Inc
    % port
    12.8%
    -0.8pp vs prior Qnow 13.4%
  3. 3ABGAsbury Automotive Group
    % port
    8.5%
    +0.3pp vs prior Qnow 9.1%
  4. 4GOOGLAlphabet Inc-cl A
    % port
    8.4%
    +2.2pp vs prior Qnow 11.6%
  5. 5SGISomnigroup International Inc
    % port
    8.0%
    +1.5pp vs prior Qnow 9.2%
  6. 6CPNGCoupang Inc
    % port
    6.8%
    +0.4pp vs prior Qnow 5.3%
  7. 7METAMeta Platforms Inc-class A
    % port
    4.7%
    now 4.0%
  8. 8WTWWillis Towers Watson Plc Ltd
    % port
    4.0%
    +0.4pp vs prior Qnow 4.5%
  9. 9UHAL/BU-haul Holding Co-non Voting
    % port
    2.7%
    -0.2pp vs prior Qnow 3.1%
  10. 10NUVBNuvation Bio Inc
    % port
    0.2%
    +0.1pp vs prior Qnow 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.