David Abrams Portfolio Holdings by Sector
Abrams Capital Management, L.P.
- $3.25 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Auto & Truck Dealerships | Consumer Cyclical
LAD ABG 2 stocks |
$1.31 Million
40.46% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META 2 stocks |
$806,276
24.83% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CPNG 1 stocks |
$419,178
12.91% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$336,686
10.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Insurance Brokers | Financial Services
WTW 1 stocks |
$248,993
7.67% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$106,491
3.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NUVB 1 stocks |
$14,102
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
UHAL 1 stocks |
$2,077
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|