David Abrams – Abrams Capital Management, L.P.
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 10
- Portfolio value:
- $4,638,237,000
- Filed:
- May 14, 2026
- Style:
- Value / Event-Driven
| Hist | Stock | Activity | Share change | % change to portfolio |
|---|---|---|---|---|
| Q2 2025filed Aug 8, 251 new1 reduced1 exited | ||||
| ≡ | CRCL – CIRCLE INTERNET GROUP INC | Buy | 275,000 | 0.82 |
| Q1 2025filed May 9, 251 added2 reduced | ||||
| ≡ | SGI – SOMNIGROUP INTERNATIONAL INC | Add 62.00% | 2,245,246 | 2.93 |
| Q2 2024filed Aug 9, 241 new1 reduced | ||||
| ≡ | LOAR – LOAR HOLDINGS INC | Buy | 38,434,378 | 40.13 |