David Abrams
Abrams Capitalas of 2026 Q1· $4.64B portfolio · 11 positions
Portfolio value · last 8 quarters · $5.11B → $4.64B
Public data (SEC 13F-HR filings). A quarter-end snapshot disclosed up to ~45 days late, long U.S. equity positions only (no shorts or options) — not real-time holdings, and not investment advice.
Latest quarter holdings
| Stock | Value | Weight | QoQ |
|---|---|---|---|
| LOAR | $1.84B | 39.6% | Hold |
| LAD | $621.94M | 13.4% | Hold |
| GOOGL | $536.52M | 11.6% | Hold |
| SGI | $428.65M | 9.2% | Hold |
| ABG | $421.20M | 9.1% | Hold |
| CPNG | $245.78M | 5.3% | Hold |
| WILLIS TOWERS WATSON PLC LTD | $209.53M | 4.5% | Hold |
| META | $186.03M | 4.0% | Hold |
| UHAL/B | $145.24M | 3.1% | Hold |
| NUVB | $5.45M | 0.1% | Trim -67% |
| UHAL | $1.74M | 0.0% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.