D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Sep 30, 2024, filed by Nov 15, 2024 · US long stock positions only
The quiet billionaire. No marketing
Reported value
$6B
14 positions shown
Copycat since 2016
1.95x
7% per year
vs SPY
behind
SPY 3.57x same window
Top position
LOAR
46% 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 · Sep 2024
Symbol Value % of book vs prior quarter
LOAR $2.9B
46%
unchanged
LAD $760M
12%
unchanged
ABG $503M
8%
unchanged
META $355M
6%
unchanged
GOOGL $343M
6%
unchanged
CPNG $320M
5%
unchanged
ET $286M
5%
unchanged
UHAL.B $245M
4%
trimmed
WTW $212M
3%
unchanged
SGI $197M
3%
unchanged
CWH $75M
1%
trimmed
unlisted $53M
1%
unchanged
NUVB $9M
0%
unchanged
UHAL $3M
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.