ABG
Asbury Automotive Group
3 super-investors hold ABG worth a combined $428M. The largest position: David Abrams at 9.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 33 — ranked #258 of 724 scored stocks.
Why super-investors own ABG
David Abrams is the story here: his $421M position represents 9.1% of his portfolio and accounts for virtually all of the cohort's $428M combined stake in Asbury Automotive Group. Tweedy Browne and Joel Greenblatt hold token positions — $1M and $5M respectively — that barely register. Cohort ownership has held at a flat one meaningful holder for eight consecutive quarters, and 2026Q1 saw zero additions, trims, or exits across all three. Interest is neither rising nor fading; it is simply static, anchored entirely by Abrams's long-standing, high-conviction bet. The concentration in a single portfolio makes this effectively a one-manager thesis rather than a broadly shared super-investor view.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | David Abrams | 9.1% | 35q | $421M | 2,155,492 |
| 2 | Joel Greenblatt | <0.1% | 36q | $5M | 25,938 |
| 3 | Tweedy Browne | 0.1% | — 1q | $1M | 7,253 |
Owners of ABG also hold
Long US equity 13F-HR filings only. CUSIP 043436104. Not investment advice.