D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Jun 30, 2024, filed by Aug 15, 2024 · US long stock positions only
The quiet billionaire. No marketing
Reported value
$5B
14 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 · Jun 2024
Symbol Value % of book vs prior quarter
LOAR $2.1B
40%
new
LAD $604M
12%
unchanged
ABG $480M
9%
unchanged
GOOGL $377M
7%
unchanged
META $313M
6%
unchanged
ET $289M
6%
unchanged
CPNG $273M
5%
unchanged
UHAL.B $213M
4%
unchanged
WTW $189M
4%
unchanged
SGI $170M
3%
unchanged
CWH $91M
2%
unchanged
unlisted $47M
1%
unchanged
NUVB $11M
0%
unchanged
UHAL $5M
0%
trimmed
Positions built under SEC confidential treatment appear only after the SEC releases them. Cash, foreign listings and shorts never appear in these filings.