whalstreet

David AbramsvsGreg Alexander

Side-by-side current 13F portfolio comparison · 1 shared positions
Whale A
David Abrams
Abrams Capital Management, L.P.
AUM
$5.7B
Positions
12
Shared %
14.6%
Whale B
Greg Alexander
Conifer Management, L.L.C.
AUM
$604M
Positions
5
Shared %
22.0%
Common holdings · 1
Stocks both whales currently hold — sorted by combined value
StockDavid weightGreg weightDavid valueGreg value
LAD · Lithia Mtrs Inc.14.6%22.0%$828M$133M
Unique to David Abrams
Top 10 by value held — not in the other's portfolio
StockWeightValue
LOAR · Loar Holdings Inc.38.4%$2.2B
GOOGL · Alphabet Inc.10.6%$600M
SGI · Somnigroup International Inc.9.1%$518M
ABG · Asbury Automotive Group Inc.8.8%$501M
CPNG · Coupang Inc.5.4%$307M
WTW · Willis Towers Watson Plc Ltd.4.2%$237M
META · Meta Platforms, Inc.3.8%$215M
UHAL · U Haul Holding Company2.7%$152M
ET · Energy Transfer L P1.8%$101M
NUVB · Nuvation Bio Inc.0.6%$34M
Unique to Greg Alexander
Top 10 by value held — not in the other's portfolio
StockWeightValue
GPI · Group 1 Automotive Inc.37.0%$224M
EQH · Equitable Hldgs Inc.33.2%$200M
SDHC · Smith Douglas Homes Corp.4.0%$24M
76674Q107 · Rimini Str Inc. Del3.8%$23M
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★ WatchlistData from SEC EDGAR · whalstreet.com