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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  1. Home/
  2. Super Investors/
  3. David Abrams (Abrams Capital)
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  • Portfolio12
  • Performance40Q
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  • Activity276
  • News

David Abrams

Abrams Capital
Share
  • Hedge Fund · CIK 0001358706
  • Industrials Tilt
  • Highly Concentrated
  • Mid-Size Fund

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 101.4% since 2016Q1. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track David's filingsView holdings↓
Portfolio
$5.67B
Positions
12
Quarter
2025Q4
Filings tracked
40
Since filing+101.4%Full performance →
Quarter
2025Q42025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q1
Capital flow per quarter
BuysSellsNet
+$2.05B+$1.03B$0-$1.03B-$2.05B'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3'25Q4
Latest · 2025Q4
-$153M
Lifetime buys
$3.08B
Lifetime sells
$3.54B

Quarter activity

What changed in 2025Q4 - net new, added, trimmed, exited.
New positions0 names
—
Added to0 names
—
Trimmed4 names
  • GOOGLALPHABET INC
    −207,500
    $64.9M
  • METAMETA PLATFORMS INC
    −69,600
    $45.9M
  • SGITEMPUR SEALY INTL INC
    −41,110
    $3.7M
  • ETENERGY TRANSFER L P
    −90,360
    $1.5M
Exited1 name
  • CRCLCIRCLE INTERNET GROUP INC
    −275,000
    $36.5M

Recent transactions

Last 20 moves
TRIM
M
David Abrams (Abrams Capital) trimmed META
META PLATFORMS INC
−69,600
~$660.09 · 2025Q4
2026-02-13
TRIM
G
David Abrams (Abrams Capital) trimmed GOOGL
ALPHABET INC
−207,500
~$313.00 · 2025Q4
2026-02-13
SOLD
C
David Abrams (Abrams Capital) exited CRCL
CIRCLE INTERNET GROUP INC
−275,000
~$132.58 · 2025Q4
2026-02-13
TRIM
E
David Abrams (Abrams Capital) trimmed ET
ENERGY TRANSFER L P
−90,360
~$16.49 · 2025Q4
2026-02-13
TRIM
S
David Abrams (Abrams Capital) trimmed SGI
TEMPUR SEALY INTL INC
−41,110
~$89.28 · 2025Q4
2026-02-13
ADD
L
David Abrams (Abrams Capital) added to LAD
LITHIA MTRS INC
+45,856
~$316.00 · 2025Q3
2025-11-07
ADD
A
David Abrams (Abrams Capital) added to ABG
ASBURY AUTOMOTIVE GROUP INC
+46,952
~$244.45 · 2025Q3
2025-11-07
NEW
C
David Abrams (Abrams Capital) opened a new position in CRCL
CIRCLE INTERNET GROUP INC
+275,000
~$181.29 · 2025Q2
2025-08-08
TRIM
L
David Abrams (Abrams Capital) trimmed LOAR
LOAR HOLDINGS INC
−5,377,677
~$86.17 · 2025Q2
2025-08-08
SOLD
C
David Abrams (Abrams Capital) exited CTLP
CANTALOUPE INC
−7,180,000
~$7.87 · 2025Q2
2025-08-08
ADD
L
David Abrams (Abrams Capital) added to LAD
LITHIA MTRS INC
+53,490
~$293.54 · 2025Q1
2025-05-09
TRIM
M
David Abrams (Abrams Capital) trimmed META
META PLATFORMS INC
−162,997
~$576.36 · 2025Q1
2025-05-09
TRIM
E
David Abrams (Abrams Capital) trimmed ET
ENERGY TRANSFER L P
−11,628,545
~$18.59 · 2025Q1
2025-05-09
ADD
S
David Abrams (Abrams Capital) added to SGI
TEMPUR SEALY INTL INC
+2,245,246
~$59.88 · 2025Q1
2025-05-09
ADD
G
David Abrams (Abrams Capital) added to GOOGL
ALPHABET INC
+56,935
~$189.30 · 2024Q4
2025-02-07
TRIM
M
David Abrams (Abrams Capital) trimmed META
META PLATFORMS INC
−62,795
~$585.51 · 2024Q4
2025-02-07
SOLD
C
David Abrams (Abrams Capital) exited CWH
CAMPING WORLD HLDGS INC
−3,108,808
~$24.22 · 2024Q4
2025-02-07
TRIM
L
David Abrams (Abrams Capital) trimmed LOAR
LOAR HOLDINGS INC
−1,006,461
~$73.91 · 2024Q4
2025-02-07
TRIM
U
David Abrams (Abrams Capital) trimmed UHAL/B
U HAUL HOLDING COMPANY
−152,267
~$64.05 · 2024Q4
2025-02-07
TRIM
C
David Abrams (Abrams Capital) trimmed CWH
CAMPING WORLD HLDGS INC
−2,000,000
~$24.22 · 2024Q3
2024-11-08