David Abrams
David Abrams runs ABRAMS CAPITAL MANAGEMENT, L.P. and currently holds 11 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $4.64B. Their top holdings are LOAR, LAD, GOOGL, SGI, ABG. The top five represent 82.9% of reported portfolio weight. David Abrams ranks #860 out of 1000 investors tracked by Alpha Score. They trimmed 3 positions. Their current best-performing preview position is UHAL-B with returns of -4.43%.
11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
LOAR LOAR HOLDINGS INC | 39.59% | $53.33 | $68.01 | +27.52% | Held |
LAD LITHIA MTRS INC | 13.41% | $108.87 | $406.27 | +273.17% | Held |
GOOGL ALPHABET INC | 11.57% | $60.30 | $334.66 | +454.99% | Trimmed -2.65% |
SGI SOMNIGROUP INTERNATIONAL INC | 9.24% | $51.58 | $67.60 | +31.06% | Trimmed -0.09% |
ABG ASBURY AUTOMOTIVE GROUP INC | 9.08% | $67.09 | $250.86 | +273.92% | Held |
CPNG COUPANG INC | 5.30% | $25.49 | $15.07 | -40.90% | Held |
WTW WILLIS TOWERS WATSON PLC LTD | 4.52% | $122.28 | $318.81 | +160.72% | Held |
META META PLATFORMS INC | 4.01% | $129.76 | $589.13 | +354.01% | Held |
UHAL-B U HAUL HOLDING COMPANY | 3.13% | $54.98 | $63.66 | +15.79% | Held |
NUVB NUVATION BIO INC | 0.12% | $10.45 | $6.48 | -38.04% | Trimmed -66.67% |
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