David Abrams

Abrams Capital

David Abrams (Abrams Capital) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This David Abrams (Abrams Capital) portfolio page tracks Abrams Capital holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Abrams Capital owns and how disclosed positions change over time. David Abrams (Abrams Capital)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Loar Holdings Inc. (LOAR), Lithia Motors (LAD), Energy Transfer LP (ET), Tempur Sealy International Inc (TPX), and Asbury Automotive Group Inc Common Stock (ABG) (ABG). Investors use Abrams Capital 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Loar Holdings Inc.LOAR$-384.6MTrimQ4 2025 13F$385M--$62.15
Coupang, Inc. Class A Common StockCPNG$-112.1MTrimQ4 2025 13F$112M--$17.58
Alphabet IncGOOGL$83.5MAddQ4 2025 13F$84M$285.73$337.39
Meta Platforms IncMETA$-75.3MTrimQ4 2025 13F$75M$667.77$585.39
Lithia MotorsLAD$40.7MAddQ4 2025 13F$41M--$292.63
Circle Internet GroupCRCL$-36.5MExitQ4 2025 13F$36M--$82.53
Asbury Automotive Group Inc Common Stock (ABG)ABG$-25.7MTrimQ4 2025 13F$26M--$193.96
Tempur Sealy International IncTPX$25.3MAddQ4 2025 13F$25M--$65.81
David Abrams (Abrams Capital) add Unmapped 13F securityPORTFOLIO$34M3.8M sharesAddQ4 2025 13F$20M$8.96--
U-Haul Holding CompanyUHALB$-13.5MTrimQ4 2025 13F$14M--$53.06
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-12.1MTrimQ4 2025 13F$12M--$258.12
Energy Transfer LPET$-5.6MTrimQ4 2025 13F$5.6M$16.65$19.34
AmercoUHAL$-242.4KTrimQ4 2025 13F$242k--$57.27
Loar Holdings Inc.LOAR$-197.7MTrimQ3 2025 13F$198M--$62.15
Alphabet IncGOOGL$142.0MAddQ3 2025 13F$142M$209.46$337.39
Tempur Sealy International IncTPX$95.2MAddQ3 2025 13F$95M--$65.81
Lithia MotorsLAD$-38.9MTrimQ3 2025 13F$39M--$292.63
Coupang, Inc. Class A Common StockCPNG$29.2MAddQ3 2025 13F$29M--$17.58
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$28.1MAddQ3 2025 13F$28M$340.85$258.12
Asbury Automotive Group Inc Common Stock (ABG)ABG$23.9MAddQ3 2025 13F$24M--$193.96
Circle Internet GroupCRCL$-13.4MTrimQ3 2025 13F$13M--$82.53
U-Haul Holding CompanyUHALB$-11.3MTrimQ3 2025 13F$11M--$53.06
David Abrams (Abrams Capital) add Unmapped 13F securityPORTFOLIO$14M3.8M sharesAddQ3 2025 13F$6.7M$3.70--
Energy Transfer LPET$-6.0MTrimQ3 2025 13F$6.0M$17.53$19.34
Meta Platforms IncMETA$-1.5MTrimQ3 2025 13F$1.5M$744.28$585.39
AmercoUHAL$-127.0KTrimQ3 2025 13F$127k--$57.27
Loar Holdings Inc.LOAR$117.5MAddQ2 2025 13F$117M--$62.15
Lithia MotorsLAD$108.3MAddQ2 2025 13F$108M--$292.63
Coupang, Inc. Class A Common StockCPNG$104.5MAddQ2 2025 13F$105M--$17.58
Meta Platforms IncMETA$63.8MAddQ2 2025 13F$64M$617.26$585.39
Cantaloupe, Inc.CTLP$-56.5MExitQ2 2025 13F$57M--$11.20
Circle Internet GroupCRCL$49.9MOtherQ2 2025 13F$50M--$82.53
Tempur Sealy International IncTPX$47.8MAddQ2 2025 13F$48M--$65.81
Alphabet IncGOOGL$45.9MAddQ2 2025 13F$46M$163.55$337.39
Asbury Automotive Group Inc Common Stock (ABG)ABG$37.3MAddQ2 2025 13F$37M--$193.96
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$-22.7MTrimQ2 2025 13F$23M--$258.12
U-Haul Holding CompanyUHALB$-15.6MTrimQ2 2025 13F$16M--$53.06
Energy Transfer LPET$-2.9MTrimQ2 2025 13F$2.9M$17.47$19.34
David Abrams (Abrams Capital) add Unmapped 13F securityPORTFOLIO$7.4M3.8M sharesAddQ2 2025 13F$724k$1.95--
AmercoUHAL$-174.7KTrimQ2 2025 13F$175k--$57.27
Energy Transfer LPET$-234.0MTrimQ1 2025 13F$234M$19.48$19.34
Tempur Sealy International IncTPX$145.9MAddQ1 2025 13F$146M--$65.81
Lithia MotorsLAD$-137.1MTrimQ1 2025 13F$137M--$292.63
Loar Holdings Inc.LOAR$-122.0MTrimQ1 2025 13F$122M--$62.15
Meta Platforms IncMETA$-99.0MTrimQ1 2025 13F$99M$645.17$585.39
Alphabet IncGOOGL$-73.6MTrimQ1 2025 13F$74M$181.36$337.39
Asbury Automotive Group Inc Common Stock (ABG)ABG$-46.8MTrimQ1 2025 13F$47M--$193.96
Willis Towers Watson Public Limited Company - Ordinary SharesWTW$17.8MAddQ1 2025 13F$18M--$258.12
U-Haul Holding CompanyUHALB$-15.8MTrimQ1 2025 13F$16M--$53.06
Cantaloupe, Inc.CTLP$-11.8MTrimQ1 2025 13F$12M--$11.20
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