D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Dec 31, 2024, filed by Feb 15, 2025 · US long stock positions only
The quiet billionaire. No marketing
Reported value
$6B
13 positions shown
Copycat since 2016
1.95x
7% per year
vs SPY
behind
SPY 3.57x same window
Top position
LOAR
44% 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 · Dec 2024
Symbol Value % of book vs prior quarter
LOAR $2.8B
44%
trimmed
LAD $855M
14%
unchanged
ABG $512M
8%
unchanged
GOOGL $402M
6%
added
ET $349M
6%
unchanged
META $327M
5%
trimmed
CPNG $286M
5%
unchanged
WTW $226M
4%
unchanged
UHAL.B $208M
3%
trimmed
SGI $204M
3%
unchanged
unlisted $68M
1%
unchanged
NUVB $10M
0%
unchanged
UHAL $3M
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.