David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Abrams Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 08, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
New Buys - Circle
Increases - None reported
Reductions - Loar Holdings Inc.
Complete Exits - Cantaloupe, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.