David Abrams - Abrams Capital Management

Portfolio

$5.48 B

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


LOAR	LOARLOAR HOLDINGS INC	47.15%		32,050,240	$80.61	$2.58 B	$73.09	-9.33%
LAD	LADLITHIA MTRS INC	13.20%		2,490,534	$290.49	$723.48 M	$370.15	+27.42%
GOOGL	GOOGLALPHABET INC	8.94%	Reduce 26.55%	1,370,495	$357.37	$489.77 M	$329.84	-7.70%
SGI	SGISOMNIGROUP INTERNATIONAL INC	8.30%		5,798,776	$78.40	$454.62 M	$68.23	-12.97%
ABG	ABGASBURY AUTOMOTIVE GROUP INC	7.91%		2,155,492	$201.08	$433.43 M	$209.16	+4.02%
CPNG	CPNGCOUPANG INC	4.13%		13,017,964	$17.37	$226.12 M	$14.66	-15.60%
—	WILLIS TOWERS WATSON PLC LTD	3.44%		720,779	$261.37	$188.39 M	—	—
UHAL	UHALU HAUL HOLDING COMPANY	3.42%		3,251,469	$57.70	$187.61 M	$67.19	+16.45%
META	METAMETA PLATFORMS INC	3.34%		325,155	$563.29	$183.16 M	$658.45	+16.89%
NUVB	NUVBNUVATION BIO INC	0.13%		1,270,504	$5.68	$7.22 M	$6.99	+23.06%
—	U HAUL HOLDING COMPANY	0.04%		36,401	$65.44	$2.38 M	—	—

11 Einträge