David Abrams
Abrams Capitalas of 2026 Q2· $5.48B portfolio · 11 positions
Portfolio value · last 8 quarters · $6.23B → $5.48B
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 | $2.58B | 47.1% | Hold |
| LAD | $723.48M | 13.2% | Hold |
| GOOGL | $489.77M | 8.9% | Trim -27% |
| SGI | $454.62M | 8.3% | Hold |
| ABG | $433.43M | 7.9% | Hold |
| CPNG | $226.12M | 4.1% | Hold |
| WILLIS TOWERS WATSON PLC LTD | $188.39M | 3.4% | Hold |
| UHAL/B | $187.61M | 3.4% | Hold |
| META | $183.16M | 3.3% | Hold |
| NUVB | $7.22M | 0.1% | Hold |
| UHAL | $2.38M | 0.0% | Hold |
Source: SEC 13F-HR filings (public domain); CUSIP→ticker via OpenFIGI. Not investment advice.