Portfolios of the great investors (13F)
David Abrams portfolio · Abrams Capital
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 5.480 M$
- Holdings
- 11
- Buys
- 0
- Sells
- 1
| Nothing |
| Alphabet Inc (A) | reduced -27% |
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Loar Holdings Inc | 47,1% | 2.584 M$ | 32.050.240 | |
| Lithia Mtrs Inc | 13,2% | 723 M$ | 2.490.534 | |
| Alphabet Inc (A) | 8,9% | 490 M$ | 1.370.495 | reduced -27% |
| Somnigroup International Inc | 8,3% | 455 M$ | 5.798.776 | |
| Asbury Automotive Group Inc | 7,9% | 433 M$ | 2.155.492 | |
| Coupang Inc (A) | 4,1% | 226 M$ | 13.017.964 | |
| Willis Towers Watson Plc Ltd | 3,4% | 188 M$ | 720.779 | |
| U Haul Holding Company (N) | 3,4% | 188 M$ | 3.251.469 | |
| Meta Platforms Inc (A) | 3,3% | 183 M$ | 325.155 | |
| Nuvation Bio Inc (A) | 0,1% | 7 M$ | 1.270.504 | |
| U Haul Holding Company | 0,0% | 2 M$ | 36.401 |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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