David Abrams · Abrams Capital Management, L.P.
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 12 |
| Portfolio value: | $5.7B |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| LOAR · Loar Holdings Inc. | 38.41 | 32,050,240 | $68.00 | $2,179,416,320 | $59.80 | -12.06% | $53.15 | $99.67 | |
| LAD · Lithia Mtrs Inc. | 14.59 | 2,490,534 | $332.33 | $827,679,164 | $293.99 | -11.54% | $239.78 | $360.56 | |
| GOOGL · Alphabet Inc. | 10.57 | Reduce 9.77% | 1,916,630 | $313.00 | $599,905,190 | $400.71 | +28.02% | $156.16 | $402.00 |
| SGI · Somnigroup International Inc. | 9.13 | Reduce 0.70% | 5,804,136 | $89.28 | $518,193,262 | $69.31 | -22.37% | $62.00 | $98.56 |
| ABG · Asbury Automotive Group Inc. | 8.83 | 2,155,492 | $232.53 | $501,216,555 | $200.39 | -13.82% | $184.61 | $274.50 | |
| CPNG · Coupang Inc. | 5.41 | 13,017,964 | $23.59 | $307,093,771 | $16.98 | -28.02% | $16.74 | $34.08 | |
| WTW · Willis Towers Watson Plc Ltd. | 4.17 | 720,779 | $328.60 | $236,847,979 | $256.36 | -21.98% | $246.61 | $352.79 | |
| META · Meta Platforms, Inc. | 3.78 | Reduce 17.63% | 325,155 | $660.09 | $214,631,564 | $609.63 | -7.64% | $520.26 | $796.25 |
| UHAL · U Haul Holding Company | 2.68 | 3,251,469 | $46.74 | $151,973,661 | $52.82 | +13.01% | $41.95 | $67.64 | |
| ET · Energy Transfer L P | 1.78 | Reduce 1.46% | 6,115,417 | $16.49 | $100,843,226 | $19.34 | +17.28% | $16.18 | $20.67 |
| NUVB · Nuvation Bio Inc. | 0.60 | 3,811,513 | $8.96 | $34,151,156 | $4.79 | -46.54% | $1.57 | $9.75 | |
| UHAL · U Haul Holding Company | 0.03 | 36,401 | $50.41 | $1,834,974 | $52.82 | +4.78% | $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
6 sectors represented
Whales with similar holdings to David Abrams
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com