David Abrams
Abrams Capital
Founder of Abrams Capital and a Seth Klarman alumnus. A quiet, patient value investor with a small number of positions.
13F portfolio value
Q2 2026
$5.48B
1-year growth
-10.4%
2-year growth
+7.1%
Positions
11
Top 10 share
100.0%
Quarterly turnover
0.0%
Last filed
Aug 13, 2026
Q2 2026: summary
MakklerAI- LOAR remained the largest holding at 47.1% of the $5.5B portfolio, up from 39.6% in the prior quarter.
- Abrams cut GOOGL shares by 26.5%; it ended the quarter at 8.9%, worth $490M.
- The portfolio held 11 positions, with its top 10 accounting for 100%; no positions were added or opened.
- Reported portfolio value rose from $4.6B to $5.5B, while turnover was 0% and one position was reduced.
PROStill at the same price?
A 13F arrives 45 days late. See the estimated buy price of the other 9 positions, the move since, and where each stands against Makkler Fair Value with MakklerPRO.
LOARLoar Holdings Inc.47.1%Unchanged- Price
- $61.85
- Since est. buy
- -3.0%
- Fair Value gap
- +42.2%
LADLithia Motors, Inc.13.2%Unchanged- Price
- $286.78
- Since est. buy
- +0.9%
- Fair Value gap
- +26.9%
GOOGLAlphabet Inc. Class A8.9%-26.5%- Price
- $353.78
- Since est. buy
- Fair Value gap
SGISomnigroup International Inc.8.3%Unchanged- Price
- $62.87
- Since est. buy
- Fair Value gap
ABGAsbury Automotive Group, Inc.7.9%Unchanged- Price
- $164.54
- Since est. buy
- Fair Value gap
CPNGCoupang, Inc. Class A4.1%Unchanged- Price
- $15.12
- Since est. buy
- Fair Value gap
WTWWillis Towers Watson Public Limited Company3.4%Unchanged- Price
- $297.07
- Since est. buy
- Fair Value gap
UHAL-BU-Haul Holding Co-Non Voting3.4%Unchanged- Price
- $49.27
- Since est. buy
- Fair Value gap
METAMeta Platforms Inc Class A3.3%Unchanged- Price
- $762.50
- Since est. buy
- Fair Value gap
NUVBNuvation Bio, Inc. Class A0.1%Unchanged- Price
- $4.72
- Since est. buy
- Fair Value gap
UHALU-Haul Holding Company<0.1%Unchanged- Price
- $55.73
- Since est. buy
- Fair Value gap
Values are US dollar amounts as of the filing. The estimated buy price is the quarter's average close; Fair Value is the same model as on Makkler's stock pages.
MakklerAI
Ask MakklerAI about David Abrams's portfolio
Explore this quarter's moves and where each position stands against its estimated buy price and Makkler Fair Value. Answers are based on the 13F and today's prices.