D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Mar 31, 2026, filed by May 16, 2026 · US long stock positions only
The quiet billionaire. No marketing
Reported value
$5B
11 positions shown
Copycat since 2016
1.95x
7% per year
vs SPY
behind
SPY 3.57x same window
Top position
LOAR
40% of book
Copying these filings vs SPY $1 at every deadline since 2016
SPY 3.57x
David Abrams 1.95x
Price returns, dividends excluded on both lines. A copycat of public filings traded at each deadline, not the fund's actual performance.
The book tile = share of the filed book · tap a tile for the ticker · Mar 2026
Symbol Value % of book vs prior quarter
LOAR $1.8B
40%
unchanged
LAD $622M
13%
unchanged
GOOGL $537M
12%
trimmed
SGI $429M
9%
unchanged
ABG $421M
9%
unchanged
CPNG $246M
5%
unchanged
WTW $210M
5%
unchanged
META $186M
4%
unchanged
UHAL.B $145M
3%
unchanged
NUVB $5M
0%
trimmed
UHAL $2M
0%
unchanged
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.