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David AbramsvsRuane Cunniff

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 %
28.9%
Whale B
Ruane Cunniff
Ruane, Cunniff & Goldfarb L.P.
AUM
$6.4B
Positions
48
Shared %
13.1%
Common holdings · 3
Stocks both whales currently hold — sorted by combined value
StockDavid weightRuane weightDavid valueRuane value
GOOGL · Alphabet Inc.10.6%10.6%$600M$681M
LAD · Lithia Mtrs Inc.14.6%0.0%$828M$1M
META · Meta Platforms, Inc.3.8%2.5%$215M$158M
Unique to David Abrams
Top 10 by value held — not in the other's portfolio
StockWeightValue
LOAR · Loar Holdings Inc.38.4%$2.2B
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
ET · Energy Transfer L P1.8%$101M
NUVB · Nuvation Bio Inc.0.6%$34M
UHAL · U Haul Holding Company0.0%$2M
Unique to Ruane Cunniff
Top 10 by value held — not in the other's portfolio
StockWeightValue
808513105 · Schwab Charles Corp.8.7%$559M
FWONA · Liberty Media Corp. Del8.4%$541M
COF · Capital One Financial7.8%$501M
ELV · Elevance Health Inc. Formerly7.8%$499M
ICE · Intercontinental Exchange In6.8%$438M
TSM · Taiwan Semiconductor Mfg Ltd.6.7%$432M
GOOG · Alphabet Inc.5.6%$358M
ICLR · Icon Plc4.8%$306M
MSA · Msa Safety Inc.4.5%$290M
G1151C101 · Accenture Plc Ireland4.0%$253M
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★ WatchlistData from SEC EDGAR · whalstreet.com