Fund · David Abrams
Abrams Capital
Quiet Baupost alumnus, deep value.
Copying every 13F the day after it was filed returned 10.1% a year, against 14.1% for SPY over the same 13.2 years and 53 quarters, since Aug 2013. Clone score 43 of 100: Coin flip.
| Manager | David Abrams |
| Clone score | 43 / 100 |
| Verdict | Coin flip |
| Copy, a year | 10.1% |
| SPY, a year | 14.1% |
| Edge, a year | −4.0% |
| Latest quarter | Q2 2026 |
| Filed | 13 Aug 2026 |
| 13F value | $5.5B |
| Positions | 11 |
Largest holdings
| Ticker | Name | Weight | Value | Change |
|---|---|---|---|---|
| LOAR | LOAR HOLDINGS INC | 47.1% | $2.6B | HOLD |
| LAD | LITHIA MTRS INC | 13.2% | $723M | HOLD |
| GOOGL | ALPHABET INC | 8.9% | $490M | TRIM |
| SGI | SOMNIGROUP INTERNATIONAL INC | 8.3% | $455M | HOLD |
| ABG | ASBURY AUTOMOTIVE GROUP INC | 7.9% | $433M | HOLD |
| CPNG | COUPANG INC | 4.1% | $226M | HOLD |
| WILLIS | WILLIS TOWERS WATSON PLC LTD | 3.4% | $188M | HOLD |
| UHAL.B | U HAUL HOLDING COMPANY | 3.4% | $188M | HOLD |
| META | META PLATFORMS INC | 3.3% | $183M | HOLD |
| NUVB | NUVATION BIO INC | 0.1% | $7.2M | HOLD |
| UHAL | U HAUL HOLDING COMPANY | 0.0% | $2.4M | HOLD |