D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Mar 31, 2025, filed by May 16, 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
47% 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 2025
Symbol Value % of book vs prior quarter
LOAR $2.6B
47%
unchanged
LAD $718M
13%
added
ABG $466M
8%
unchanged
SGI $350M
6%
added
GOOGL $328M
6%
unchanged
CPNG $285M
5%
unchanged
WTW $244M
4%
unchanged
META $228M
4%
trimmed
UHAL.B $192M
3%
unchanged
ET $115M
2%
trimmed
unlisted $57M
1%
unchanged
NUVB $7M
0%
unchanged
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.