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.
PROEstimated trade prices are PRO
See the average price in the quarter of each buy and sale and the move since. The first row of each group is open as a preview.
New positions 0
Est. buy price PRONone this quarter.
Added to 0
Est. buy price PRONone this quarter.
Trimmed 1
Est. sell price PRO
GOOGL-26.5%Alphabet Inc. Class A8.9%
-3.23 pt impact
$359.96
-1.7% since
Sold out 0
Est. sell price PRONone this quarter.
MakklerAI
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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.