David Abrams
Abrams Capital Management · SEC CIK 1358706
Flexible, opportunistic value.
This filing is 67 days old. Abrams Capital Management keeps roughly 95% of its positions in a typical quarter, so about 96% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 11 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| LOAR HOLDINGS INC | LOAR | $2.58B | 47.1% | |
| LITHIA MTRS INC | LAD | $723.48M | 13.2% | |
| ALPHABET INC | GOOGL | $489.77M | 8.9% | |
| SOMNIGROUP INTERNATIONAL INC | SGI | $454.62M | 8.3% | |
| ASBURY AUTOMOTIVE GROUP INC | ABG | $433.43M | 7.9% | |
| COUPANG INC | CPNG | $226.12M | 4.1% | |
| WILLIS TOWERS WATSON PLC LTD | $188.39M | 3.4% | n/a | |
| U HAUL HOLDING COMPANY | UHAL/B | $187.61M | 3.4% | |
| META PLATFORMS INC | META | $183.16M | 3.3% | |
| NUVATION BIO INC | NUVB | $7.22M | 0.1% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest trim was GOOGL (shares down 27%). All of it computed from the two filings, nothing inferred.
Common questions
What are David Abrams's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Abrams Capital Management are LOAR (47.1% of the book), LAD (13.2% of the book), GOOGL (8.9% of the book).
How big is Abrams Capital Management's portfolio?
The latest 13F reports $5.48B across 11 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does David Abrams still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Abrams Capital Management's own filing history, the fund keeps roughly 95% of positions in a typical quarter, so at 67 days since the period end roughly 96% of this book is likely intact. The snapshot half-life for this fund is about 1193 days.
What did David Abrams buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest trim was GOOGL (shares down 27%). All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Abrams Capital Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.