Hedge Fund · CIK 0001358706
David Abrams
Abrams Capital
David Abrams runs Abrams Capital, a hedge fund overseeing $5.67B in disclosed equity holdings (SEC CIK 0001358706). The latest portfolio (2025Q4) discloses 12 positions across 5 sectors, with the largest positions in LOAR, LAD and GOOGL. On a mark-to-market basis the tracked portfolio has returned 9.1% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$5.67B
Positions
12
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$153M
Lifetime buys
$3.08B
Lifetime sells
$3.54B
Quarter activity
What changed in 2023Q4 — net new, added, trimmed, exited.
Recent transactions
Last 20 moves
SOLD
CIRCLE INTERNET GROUP INC
−275,000
~$132.58 · 2025Q4
2026-02-13
ADD
ASBURY AUTOMOTIVE GROUP INC
+46,952
~$244.45 · 2025Q3
2025-11-07
NEW
CIRCLE INTERNET GROUP INC
+275,000
~$181.29 · 2025Q2
2025-08-08
TRIM
ENERGY TRANSFER L P
−11,628,545
~$18.59 · 2025Q1
2025-05-09
ADD
TEMPUR SEALY INTL INC
+2,245,246
~$59.88 · 2025Q1
2025-05-09
SOLD
CAMPING WORLD HLDGS INC
−3,108,808
~$24.22 · 2024Q4
2025-02-07
TRIM
U HAUL HOLDING COMPANY
−152,267
~$64.05 · 2024Q4
2025-02-07
TRIM
CAMPING WORLD HLDGS INC
−2,000,000
~$24.22 · 2024Q3
2024-11-08