David Abrams's Portfolio

Abrams Capital Management 13F holdings

What is David Abrams's portfolio?

Abrams Capital Management has disclosed a total of 11 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $4,638,238,227.

What stocks does David Abrams own?

In David Abrams's portfolio as of 31 Mar 2026, the top 5 holdings are (LOAR) LOAR HOLDINGS INC (39.59%), (LAD) LITHIA MOTORS INC (13.41%), (GOOGL) ALPHABET INC-CL A (11.57%), (TPX) TEMPUR SEALY INTERNATIONAL I (9.24%) and (ABG) ASBURY AUTOMOTIVE GROUP (9.08%).

To see the historical data of Abrams Capital Management's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Abrams Capital Management's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $4,638M+

Period: 2026 Q1

Number of stock: 11

Update: 14 May 2026

Important

History

% difference
Current Price

Value

% (shares)
Activity

% change to
Portfolio

GOOGL

ALPHABET INC-CL A

11.57%

1,865,768

$287.56

28.16% $368.53

$536,520,246

-2.65% (-50,862)

-0.32%

UHAL

AMERCO

0.04%

36,401

$47.78

20.45% $57.55

$1,739,240

ABG

ASBURY AUTOMOTIVE GROUP

9.08%

2,155,492

$195.41

2.27% $190.98

$421,204,692

CPNG

COUPANG INC

5.30%

13,017,964

$18.88

19.76% $15.15

$245,779,160

LAD

LITHIA MOTORS INC

13.41%

2,490,534

$249.72

15.67% $288.84

$621,936,150

LOAR

LOAR HOLDINGS INC

39.59%

32,050,240

$57.29

10.47% $63.29

$1,836,158,250

Completely sold out

History

Ticker

Stock

Sold
Shares*

% change to
Portfolio

ENERGY TRANSFER LP

6,115,417

-2.17%

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.