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David AbramsvsSamantha McLemore

Side-by-side current 13F portfolio comparison · 3 shared positions
Whale A
David Abrams
Abrams Capital Management, L.P.
AUM
$5.7B
Positions
12
Shared %
16.1%
Whale B
Samantha McLemore
Patient Capital Management, LLC
AUM
$2.6B
Positions
40
Shared %
14.0%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockDavid weightSamantha weightDavid valueSamantha value
GOOGL · Alphabet Inc.10.6%7.0%$600M$182M
META · Meta Platforms, Inc.3.8%3.6%$215M$94M
ET · Energy Transfer L P1.8%3.4%$101M$87M
Unique to David Abrams
Top 10 by value held — not in the other's portfolio
StockWeightValue
LOAR · Loar Holdings Inc.38.4%$2.2B
LAD · Lithia Mtrs Inc.14.6%$828M
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
UHAL · U Haul Holding Company2.7%$152M
NUVB · Nuvation Bio Inc.0.6%$34M
UHAL · U Haul Holding Company0.0%$2M
Unique to Samantha McLemore
Top 10 by value held — not in the other's portfolio
StockWeightValue
C · Citigroup Inc.5.8%$151M
AMZN · Amazon Com Inc.5.0%$130M
RPRX · Royalty Pharma Plc5.0%$129M
QXO · Qxo Inc.4.8%$125M
UNH · Unitedhealth Group Inc.4.7%$122M
NVDA · Nvidia Corp.4.6%$119M
NCLH · Norwegian Cruise Line Hldg L4.6%$118M
BIIB · Biogen Inc.3.9%$101M
CVS · Cvs Health Corp.3.8%$98M
IAC · Iac Inc.3.6%$93M
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★ WatchlistData from SEC EDGAR · whalstreet.com