David Abrams - Abrams Capital Management
Portfoliowert
$4.64 B
Positionen
11
Stichtag
2026-03-31
Quartal
Q1 2026
| LOAR | LOAR HOLDINGS INC | 39.59% | 32,050,240 | $57.29 | $1.84 B | $70.89 | +23.74% | |
| LAD | LITHIA MTRS INC | 13.41% | 2,490,534 | $249.72 | $621.94 M | $340.95 | +36.53% | |
| — | ALPHABET INC | 11.57% | Reduce 2.65% | 1,865,768 | $287.56 | $536.52 M | $319.74 | +11.19% |
| TPX | SOMNIGROUP INTERNATIONAL INC | 9.24% | Reduce 0.09% | 5,798,776 | $73.92 | $428.65 M | $65.81 | -10.97% |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 9.08% | 2,155,492 | $195.41 | $421.20 M | $225.24 | +15.27% | |
| CPNG | COUPANG INC | 5.30% | 13,017,964 | $18.88 | $245.78 M | $15.50 | -17.90% | |
| WTW | WILLIS TOWERS WATSON PLC LTD | 4.52% | 720,779 | $290.70 | $209.53 M | $295.11 | +1.52% | |
| META | META PLATFORMS INC | 4.01% | 325,155 | $572.13 | $186.03 M | $595.19 | +4.03% | |
| — | U HAUL HOLDING COMPANY | 3.13% | 3,251,469 | $44.67 | $145.24 M | — | — | |
| NUVB | NUVATION BIO INC | 0.12% | Reduce 66.67% | 1,270,504 | $4.29 | $5.45 M | $6.42 | +49.65% |
| UHAL | U HAUL HOLDING COMPANY | 0.04% | 36,401 | $47.78 | $1.74 M | $71.43 | +49.50% |
11 Einträge