D
David Abrams
Abrams Capital Management, L.P. · Holdings as of Dec 31, 2025, filed by Feb 15, 2026 · US long stock positions only
The quiet billionaire. No marketing
Reported value
$6B
12 positions shown
Copycat since 2016
1.95x
7% per year
vs SPY
behind
SPY 3.57x same window
Top position
LOAR
38% 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 2025
Symbol Value % of book vs prior quarter
LOAR $2.2B
38%
unchanged
LAD $828M
15%
unchanged
GOOGL $600M
11%
trimmed
SGI $518M
9%
unchanged
ABG $501M
9%
unchanged
CPNG $307M
5%
unchanged
WTW $237M
4%
unchanged
META $215M
4%
trimmed
UHAL.B $152M
3%
unchanged
ET $101M
2%
unchanged
NUVB $34M
1%
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.