David Abrams
David Abrams runs Abrams Capital Management. At the end of Q2 2026 the fund reported $5,479,746,142 of US stocks in its SEC 13F filing, led by LOAR (47.1%), LAD (13.2%), GOOGL (8.9%).
Biggest holdings (Q2 2026)
| Stock | Share of fund | Change this quarter |
|---|
| LOAR LOAR HOLDINGS INC | 47.1% | |
| LAD LITHIA MTRS INC | 13.2% | |
| GOOGL ALPHABET INC | 8.9% | Trimmed (was 11.6%) |
| SGI SOMNIGROUP INTERNATIONAL INC | 8.3% | |
| ABG ASBURY AUTOMOTIVE GROUP INC | 7.9% | |
| CPNG COUPANG INC | 4.1% | |
| WILLIS TOWERS WATSON PLC LTD | 3.4% | |
| UHAL-B U HAUL HOLDING COMPANY | 3.4% | |
| META META PLATFORMS INC | 3.3% | |
| NUVB NUVATION BIO INC | 0.1% | |
| UHAL U HAUL HOLDING COMPANY | 0% | |
Big investment managers must list their US stock holdings with the SEC every quarter, up to 45 days after it ends. A 13F shows long stock positions only (no short bets, and few options), and it is how things stood on the last day of the quarter, not today.
What changed last quarter
- Trimmed ALPHABET INC (now 8.9% of the fund)
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