David Abrams - Abrams Capital Management Portfolio

Period Date  Mar 31, 2025
Filing Date  May 09, 2025
Total Stocks  13
Portfolio Value  $5.64B

Portfolio Overview

Comprehensive analysis of David Abrams's investment portfolio

12
Total Holdings
$5.6B
Portfolio Value
Mar 31, 2025
Latest Filing
46.9%
Largest Position

Top Holdings

1
LOAR
LOAR HOLDINGS INC
$2.6B
46.9%
2
LAD
LITHIA MTRS INC
$717.6M
12.7%
+0.0%
3
ABG
ASBURY AUTOMOTIVE GROUP INC
$465.6M
8.3%
4
TPX
SOMNIGROUP INTERNATIONAL INC
$350.0M
6.2%
+0.6%
5
GOOGL
ALPHABET INC
$328.5M
5.8%

Recent Activity

UHAL
U-Haul Holding Company
-36,401
Jun 30, 2025
META
Meta Platforms, Inc.
-394,755
Jun 30, 2025
ABG
Asbury Automotive Group Inc
-2,108,540
Jun 30, 2025