가치투자As of 2026-06-30
David Abrams
Abrams Capital Management LP
Operates Abrams Capital, one of Wall Street's most secretive hedge funds. Achieved consistent returns exceeding 20 years through deep value strategy and is known as a protégé of Seth Klarman.
$5.48BAUM
10Holdings
2026-06-30 Summary
1개 비중 축소 · Top holding: LOAR 47.1%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-06-30 기준Sold / Exited1
GOOGLALPHABET INC$489.77M8.9%Holdings
10 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  LOARLOAR HOLDINGS INC | 47.15% | 32,050,240 | $2.58B | +0.00% | No Change |
| 2 |  LADLITHIA MTRS INC | 13.20% | 2,490,534 | $723.48M | +0.00% | No Change |
| 3 | GOOGLALPHABET INC | 8.94% | 1,370,495 | $489.77M | -26.55% | Partial Sell |
| 4 |  SGISOMNIGROUP INTERNATIONAL INC | 8.30% | 5,798,776 | $454.62M | +0.00% | No Change |
| 5 |  ABGASBURY AUTOMOTIVE GROUP INC | 7.91% | 2,155,492 | $433.43M | +0.00% | No Change |
| 6 |  CPNGCOUPANG INC | 4.13% | 13,017,964 | $226.12M | +0.00% | No Change |
| 7 |  WTWWILLIS TOWERS WATSON PLC LTD | 3.44% | 720,779 | $188.39M | +0.00% | No Change |
| 8 |  METAMETA PLATFORMS INC | 3.34% | 325,155 | $183.16M | +0.00% | No Change |
| 9 |  NUVBNUVATION BIO INC | 0.13% | 1,270,504 | $7.22M | +0.00% | No Change |
| 10 |  UHALU HAUL HOLDING COMPANY | 0.04% | 36,401 | $2.38M | +0.00% | No Change |
FAQ
Need Deeper Analysis?
Track David Abrams's portfolio changes in real-time,
compare gurus head-to-head, and analyze performance vs S&P 500 with Premium.