D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Jun 30, 2023, filed by Aug 15, 2023 · US long stock positions only
The quiet billionaire. No marketing
Reported value
$3B
17 positions shown
Copycat since 2016
1.95x
7% per year
vs SPY
behind
SPY 3.57x same window
Top position
LAD
21% 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 · Jun 2023
Symbol Value % of book vs prior quarter
LAD $715M
21%
unchanged
ABG $507M
15%
unchanged
META $327M
9%
trimmed
TDG $280M
8%
trimmed
GOOGL $278M
8%
unchanged
CPNG $227M
7%
trimmed
ET $226M
7%
unchanged
WTW $190M
5%
unchanged
UHAL.B $186M
5%
unchanged
CWH $154M
4%
unchanged
SGI $144M
4%
unchanged
unlisted $92M
3%
new
TEVA $60M
2%
unchanged
unlisted $57M
2%
unchanged
UHAL $23M
1%
unchanged
NUVB $7M
0%
unchanged
USCB $7M
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.