13F Insight
Investor profile · Q1 2026 13F

David Abrams’s Portfolio

Founder · Abrams Capital Management

The 'one-man wealth machine' who trained under Seth Klarman at Baupost. Runs a concentrated, unleveraged value portfolio with an unusually long holding period.

Portfolio value
$4.64B
Holdings
11
Last 13F filed
May 14, 2026
Report quarter
Q1 2026

Abrams Capital Management's $4.64B March 2026 portfolio documents a painful quarter rooted in a single sector cluster: auto retail and insurance-related financial services. Read the full Q1 2026 analysis →

Top holdings

1LOARLoar Holdings Inc$1.84B39.6%2LADLithia Mtrs Inc$621.94M13.4%3GOOGLAlphabet Inc$536.52M11.6%4SGISomnigroup International Inc$428.65M9.2%5ABGAsbury Automotive Group Inc$421.20M9.1%6CPNGCoupang Inc$245.78M5.3%7—Willis Towers Watson Plc Ltd$209.53M4.5%8METAMeta Platforms Inc$186.03M4.0%9UHAL/BU Haul Holding Company$145.24M3.1%10NUVBNuvation Bio Inc$5.45M0.1%
Full holdings, history & AI analysis on the Abrams Capital Management page →

Data source: Abrams Capital Management’s SEC Form 13F-HR filings, most recently filed May 14, 2026. 13F filings disclose long U.S. equity positions only, with up to a 45-day lag. How we process this data →