David Abrams
Abrams Capital
David Abrams is the founder and manager of Abrams Capital, a firm known for its strategic investment approach. The firm has disclosed a series of portfolio moves through SEC 13F filings, with a focus on position reductions, exits, and increases, reflecting a dynamic trading strategy. Key holdings include Loar Holdings Inc. (LOAR), Lithia Motors (LAD), and Energy Transfer LP (ET), with notable trading activity reported from August 9, 2024, to May 14, 2026, involving a total disclosed amount ranging from $1.8 billion to -$100.8 million.
Latest Holdings
| Holding | Reported Value | Weight | Shares | Last Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $2B | 40% | 32.1M | $70.57 | $2B | +23.2% | |
| $622M | 13% | 2.5M | $331.37 | $825M | +32.7% | |
| $537M | 12% | 1.9M | $342.09 | $638M | +19% | |
| $429M | 9.2% | 5.8M | $65.81 | $382M | -11% | |
| $421M | 9.1% | 2.2M | $223.36 | $481M | +14.3% | |
| $246M | 5.3% | 13M | $15.76 | $205M | -16.5% | |
| $210M | 4.5% | 720.8k | $292.71 | $211M | +0.69% | |
| $186M | 4% | 325.2k | $627.17 | $204M | +9.62% | |
| $145M | 3.1% | 3.3M | $53.06 | $173M | +18.8% | |
| $5M | 0.1% | 1.3M | -- | -- | -- | |
| $2M | 0% | 36.4k | $71.30 | $3M | +49.2% |