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.
Filings between 13Fs
Form 4 (insider trades, filed within 2 business days) and Schedule 13D/13G (stakes above 5%). Much fresher than a 13F, which can be 45 days old.
13G · passive stakeAsbury Automotive Group, Inc.ABGAug 13, 2026
11.6% stake · 2.16M sharesSEC
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.