David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 13 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $6,169,945,693.

What stocks does David Abrams own?

In David Abrams's portfolio as of 30 Sep 2025, the top 5 holdings are (LOAR) LOAR HOLDINGS INC (41.56%), (LAD) LITHIA MOTORS INC (12.76%), (ABG) ASBURY AUTOMOTIVE GROUP (8.54%), (GOOGL) ALPHABET INC-CL A (8.37%) and (TPX) TEMPUR SEALY INTERNATIONAL I (7.99%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $6,169M+

Period: 2025 Q3

Number of stock: 13

Update: 07 Nov 2025

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

8.37%

2,124,130

$243.10

51.60% $368.53

$516,376,003

UHAL

AMERCO

0.03%

36,401

$57.07

0.84% $57.55

$2,077,405

ABG

ASBURY AUTOMOTIVE GROUP

8.54%

2,155,492

$244.45

21.87% $190.98

$526,910,019

+2.23% (+46,952)

+0.19%

CRCL

CIRCLE INTERNET GROUP INC

0.59%

275,000

$132.58

39.45% $80.28

$36,459,500

CPNG

COUPANG INC

6.79%

13,017,964

$32.20

52.95% $15.15

$419,178,441

ENERGY TRANSFER LP

1.73%

6,205,777

$17.16

$106,491,133

LAD

LITHIA MOTORS INC

12.76%

2,490,534

$316.00

8.59% $288.84

$787,008,744

+1.88% (+45,856)

+0.23%

LOAR

LOAR HOLDINGS INC

41.56%

32,050,240

$80.00

20.89% $63.29

$2,564,019,200