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Why it matters

This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.

Full Filing Changes

14 changes from David Abrams (Abrams Capital), filed 2025-08-08 for period end 2025-06-30.

$6.1B portfolio value
StockActionChangeCurrentPortfolio Impact
53947R105
LOAR HOLDINGS INC
Increased$117.5M$2.8B1.92%
536797103
LITHIA MTRS INC
Increased$108.3M$825.9M1.77%
22266T109
COUPANG INC
Increased$104.5M$390.0M1.71%
30303M102
META PLATFORMS INC
Increased$63.8M$291.4M1.04%
138103106
CANTALOUPE INC
Sold out-$56.5M$00.92%
172573107
CIRCLE INTERNET GROUP INC
New$49.9M$49.9M0.82%
88023U101
SOMNIGROUP INTERNATIONAL INC
Increased$47.8M$397.8M0.78%
02079K305
ALPHABET INC
Increased$45.9M$374.3M0.75%
43436104
ASBURY AUTOMOTIVE GROUP INC
Increased$37.3M$503.0M0.61%
G96629103
WILLIS TOWERS WATSON PLC LTD
Reduced-$22.7M$220.9M0.37%
23586506
U HAUL HOLDING COMPANY
Reduced-$15.6M$176.8M0.26%
29273V100
ENERGY TRANSFER L P
Reduced-$2.9M$112.5M0.05%
67080N101
NUVATION BIO INC
Increased$724,187$7.4M0.01%
23586100
U HAUL HOLDING COMPANY
Reduced-$174,724$2.2M0.00%

Evidence

Related Cards

CD
Reduced84670108

Chris Davis

Chris Davis (Davis Selected Advisers) filed a 13F change in Berkshire Hathaway Inc., Class A (84670108) on 2025-08-08, covering period end 2025-06-30.

CD
Increased14040H105

Chris Davis

Chris Davis (Davis Selected Advisers) filed a 13F change in Capital One Financial Corp. (14040H105) on 2025-08-08, covering period end 2025-06-30.

CD
Increased30303M102

Chris Davis

Chris Davis (Davis Selected Advisers) filed a 13F change in Meta Platforms, Inc., Class A (30303M102) on 2025-08-08, covering period end 2025-06-30.

David Abrams (Abrams Capital) disclosed sold out in CANTALOUPE INC | TradingNote AI