David Abrams
Net sellingAbrams Capital Management, L.P. — managed by David Abrams; US equity positions disclosed quarterly via SEC 13F
Data as of 2026-03-31 (filed 2026-05-14) · Source: SEC EDGAR
Abrams Capital Management, L.P.'s most recent 13F filing, for the quarter ended 2026-03-31, reports 11 positions worth $4.64B. The top 5 holdings represent 83% of that value, a concentrated portfolio.
The single largest position is Loar Holdings Inc at 39.6% of the portfolio, followed by Lithia Mtrs Inc at 13.4% and Alphabet Inc at 11.6%.
Against the prior quarter, David Abrams opened 0 new positions, exited 1, added to 0, and trimmed 3. The most notable sale was the full exit from Energy Transfer L P.
Across all 8 quarters on file, Loar Holdings Inc has appeared in every filing, as has Lithia Mtrs Inc. Loar Holdings Inc currently ranks first by value.
A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.
- Value$1.84BWeight (prev→now)38.4% → 39.6%
- Value$621.9MWeight (prev→now)14.6% → 13.4%
- Value$536.5MWeight (prev→now)10.6% → 11.6% ▼
- Value$428.6MWeight (prev→now)9.1% → 9.2% ▼
- Value$421.2MWeight (prev→now)8.8% → 9.1%
- Value$245.8MWeight (prev→now)5.4% → 5.3%
- Value$209.5MWeight (prev→now)4.2% → 4.5%
- Value$186.0MWeight (prev→now)3.8% → 4.0%
- Value$145.2MWeight (prev→now)2.7% → 3.1%
- Value$5.5MWeight (prev→now)0.6% → 0.1% ▼
- Value$1.7MWeight (prev→now)0.0% → 0.0%
Sources· SEC EDGAR 13F as of 2026-05-14
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