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David Abrams — 13F History

Abrams Capital Management, L.P.CIK 0001358706Form 13F-HR on EDGAR
Portfolio value$5.5B
Positions11
QuarterQ2 2026ended 2026-06-30
Filed08/132026

Every 13F on file since Q2 2013: what David Abrams bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$5.5B · 11 stocks · filed Aug 13, 2026
0 bought0 added1 reduced0 sold
Q1 2026$4.6B · 11 stocks · filed May 14, 2026
0 bought0 added3 reduced1 sold
sold ETreduced −3% GOOGLreduced −67% NUVBreduced SGI
Q4 2025$5.7B · 12 stocks · filed Feb 13, 2026
0 bought0 added4 reduced1 sold
reduced −10% GOOGLreduced −18% METAsold CRCLreduced −1% SGIreduced −1% ET
Q3 2025$6.2B · 13 stocks · filed Nov 7, 2025
0 bought2 added0 reduced0 sold
added +2% LADadded +2% ABG
Q2 2025$6.1B · 13 stocks · filed Aug 8, 2025
1 bought0 added1 reduced1 sold
reduced −14% LOARsold UTE0bought CRCL
Q1 2025$5.6B · 13 stocks · filed May 9, 2025
0 bought2 added2 reduced0 sold
reduced −65% ETadded +62% SGIreduced −29% METAadded +2% LAD
Q4 2024$6.2B · 13 stocks · filed Feb 7, 2025
0 bought1 added3 reduced1 sold
sold CWHreduced −3% LOARreduced −10% METAadded +3% GOOGLreduced −4% UHAL/B
Q3 2024$6.2B · 14 stocks · filed Nov 8, 2024
0 bought0 added3 reduced0 sold
reduced −39% CWHreduced −4% UHAL/Breduced −51% UHAL
Q2 2024$5.1B · 14 stocks · filed Aug 9, 2024
1 bought0 added1 reduced0 sold
bought LOARreduced −73% UHAL
Q1 2024$3.2B · 13 stocks · filed May 14, 2024
0 bought0 added5 reduced2 sold
sold TEVAreduced −13% METAreduced −11% GOOGLreduced −11% WTWreduced −32% UHALreduced −3% UHAL/B
Q4 2023$3.2B · 15 stocks · filed Feb 9, 2024
0 bought0 added3 reduced0 sold
reduced −23% METAreduced −25% TEVAreduced −77% USCB
Q3 2023$3.0B · 15 stocks · filed Nov 13, 2023
0 bought1 added1 reduced2 sold
sold TDGsold HORIZON THERAPEUTICS PUB Lreduced −18% METAadded +2% LAD

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.