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← David Abrams

David Abrams's 2026Q1 portfolio

David Abrams (Abrams Capital Management) held 10 positions as of Mar 31, 2026, with the largest position at 39.6% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but 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, 2026 (10)

  1. 1LOARLoar Holdings Inc
    % port
    39.6%
    +1.2pp vs prior Q
  2. 2LADLithia Motors Inc
    % port
    13.4%
    -1.2pp vs prior Q
  3. 3GOOGLAlphabet Inc-cl A
    % port
    11.6%
    +1.0pp vs prior Q
  4. 4SGISomnigroup International Inc
    % port
    9.2%
    +0.1pp vs prior Q
  5. 5ABGAsbury Automotive Group
    % port
    9.1%
    +0.2pp vs prior Q
  6. 6CPNGCoupang Inc
    % port
    5.3%
    -0.1pp vs prior Q
  7. 7WTWWillis Towers Watson Plc Ltd
    % port
    4.5%
    +0.3pp vs prior Q
  8. 8METAMeta Platforms Inc-class A
    % port
    4.0%
    +0.2pp vs prior Q
  9. 9UHAL/BU-haul Holding Co-non Voting
    % port
    3.1%
    +0.5pp vs prior Q
  10. 10NUVBNuvation Bio Inc
    % port
    0.1%
    -0.5pp vs prior Q

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.