David Abrams - Abrams Capital Management Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 09, 2025 | |
| Total Stocks | 13 | |
| Portfolio Value | $5.64B |
Abrams Capital Management Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.0 years | Style | Average duration positions are maintained |
| Position Count | 16 | Style | Number of active positions in portfolio |
| Position Size | 7.0% | Risk | Typical allocation per position |
| Win Rate | 52.1% | Performance | Percentage of profitable positions |
| Average Return | 3.2% | Performance | Mean return across positions |
| Sharpe Ratio | 0.10 | Performance | Return per unit of risk taken |
Investment Case Study: LOAR HOLDINGS INC (LOAR)
6/30/2024 - 7/6/2025
Performance Metrics
Total Return: -3.51%
Holding Period: 371 days
Max Position Size: $2,766,297,345.00
Position Weight: 42.32%
Key Events
6/30/2024: ENTRY(38,434,378.00 shares) @ $53.41
12/31/2024: DECREASE(-1,006,461.00 shares) @ $73.91
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure