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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

12 changes from David Abrams (Abrams Capital), filed 2026-05-14 for period end 2026-03-31.

$4.6B portfolio value
StockActionChangeCurrentPortfolio Impact
53947R105
LOAR HOLDINGS INC
Reduced-$343.3M$1.8B7.40%
536797103
LITHIA MTRS INC
Reduced-$205.7M$621.9M4.44%
29273V100
ENERGY TRANSFER L P
Sold out-$100.8M$02.17%
88023U101
SOMNIGROUP INTERNATIONAL INC
Reduced-$89.5M$428.6M1.93%
43436104
ASBURY AUTOMOTIVE GROUP INC
Reduced-$80.0M$421.2M1.73%
02079K305
ALPHABET INC
Reduced-$63.4M$536.5M1.37%
22266T109
COUPANG INC
Reduced-$61.3M$245.8M1.32%
67080N101
NUVATION BIO INC
Reduced-$28.7M$5.5M0.62%
30303M102
META PLATFORMS INC
Reduced-$28.6M$186.0M0.62%
G96629103
WILLIS TOWERS WATSON PLC LTD
Reduced-$27.3M$209.5M0.59%
23586506
U HAUL HOLDING COMPANY
Reduced-$6.7M$145.2M0.15%
23586100
U HAUL HOLDING COMPANY
Reduced-$95,734$1.7M0.00%

Evidence

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David Abrams (Abrams Capital) disclosed reduced in LOAR HOLDINGS INC | TradingNote AI