가치투자As of 2025-12-31
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.
$5.67BAUM
11Holdings
2025-12-31 Summary
4개 비중 축소 · Top holding: LOAR 38.4%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2025-12-31 기준Holdings
11 positions| # | Stock ⇅ | Weight ↓ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  LADLITHIA MTRS INC | 24.75% | 2,490,534 | $827.68M | +0.00% | No Change |
| 2 |  GOOGLALPHABET INC | 17.94% | 1,916,630 | $599.91M | -9.77% | Partial Sell |
| 3 |  SGISOMNIGROUP INTERNATIONAL INC | 15.49% | 5,804,136 | $518.19M | -0.70% | Partial Sell |
| 4 |  ABGASBURY AUTOMOTIVE GROUP INC | 14.99% | 2,155,492 | $501.22M | +0.00% | No Change |
| 5 |  CPNGCOUPANG INC | 9.18% | 13,017,964 | $307.09M | +0.00% | No Change |
| 6 |  WTWWILLIS TOWERS WATSON PLC LTD | 7.08% | 720,779 | $236.85M | +0.00% | No Change |
| 7 |  METAMETA PLATFORMS INC | 6.42% | 325,155 | $214.63M | -17.63% | Partial Sell |
| 8 |  ETENERGY TRANSFER L P | 3.02% | 6,115,417 | $100.84M | -1.46% | Partial Sell |
| 9 |  NUVBNUVATION BIO INC | 1.02% | 3,811,513 | $34.15M | +0.00% | No Change |
| 10 |  LOARLOAR HOLDINGS INC | 0.07% | 32,050,240 | $2.18B | +0.00% | No Change |
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