David Abrams · Abrams Capital Management, L.P.
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 13 |
| Portfolio value: | $5.6B |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| LOAR · Loar Holdings Inc. | 46.92 | 37,427,917 | $70.65 | $2,644,282,336 | $59.80 | -15.36% | $53.15 | $99.67 | |
| LAD · Lithia Mtrs Inc. | 12.73 | Add 2.24% | 2,444,678 | $293.54 | $717,610,780 | $293.99 | +0.15% | $239.78 | $360.56 |
| ABG · Asbury Automotive Group Inc. | 8.26 | 2,108,540 | $220.84 | $465,649,974 | $200.39 | -9.26% | $184.61 | $274.50 | |
| SGI · Somnigroup International Inc. | 6.21 | Add 62.37% | 5,845,246 | $59.88 | $350,013,330 | $69.31 | +15.75% | $62.00 | $98.56 |
| GOOGL · Alphabet Inc. | 5.83 | 2,124,130 | $154.64 | $328,475,463 | $400.71 | +159.13% | $156.16 | $402.00 | |
| CPNG · Coupang Inc. | 5.07 | 13,017,964 | $21.93 | $285,483,951 | $16.98 | -22.57% | $16.74 | $34.08 | |
| WTW · Willis Towers Watson Plc Ltd. | 4.32 | 720,779 | $337.95 | $243,587,263 | $256.36 | -24.14% | $246.61 | $352.79 | |
| META · Meta Platforms, Inc. | 4.04 | Reduce 29.22% | 394,755 | $576.36 | $227,520,992 | $609.63 | +5.77% | $520.26 | $796.25 |
| UHAL · U Haul Holding Company | 3.41 | 3,251,469 | $59.18 | $192,421,935 | $52.82 | -10.75% | $41.95 | $67.64 | |
| ET · Energy Transfer L P | 2.05 | Reduce 65.20% | 6,205,777 | $18.59 | $115,365,394 | $19.34 | +4.03% | $16.18 | $20.67 |
| CTLP · Cantaloupe Inc. | 1.00 | 7,180,000 | $7.87 | $56,506,600 | $11.20 | +42.31% | $7.64 | $11.21 | |
| NUVB · Nuvation Bio Inc. | 0.12 | 3,811,513 | $1.76 | $6,708,263 | $4.79 | +172.16% | $1.57 | $9.75 | |
| UHAL · U Haul Holding Company | 0.04 | 36,401 | $65.36 | $2,379,169 | $52.82 | -19.19% | $41.95 | $67.64 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
7 sectors represented
Whales with similar holdings to David Abrams
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
Coming soon
Curated press + commentary about David Abrams arrives in v2 — interviews, shareholder-letter highlights, and 13D/13G activist filings auto-aggregated from public sources.
Real-time alerts. We'll let you know when a whale you follow files a new 13F, or a stock you follow has insider activity. No weekly digest.
whalstreet
★ WatchlistData from SEC EDGAR · whalstreet.com