가치투자As of 2026-03-31
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.
$4.64BAUM
10Holdings
2026-03-31 Summary
3개 비중 축소 · Top holding: LOAR 39.6%
Portfolio Heatmap
Size = portfolio weight · Green = added · Red = reducedThis Quarter's Trades
2026-03-31 기준Holdings
10 positions| # | Stock ⇅ | Weight ⇅ | Shares | Value | Change ⇅ | Trend |
|---|---|---|---|---|---|---|
| 1 |  LOARLOAR HOLDINGS INC | 39.59% | 32,050,240 | $1.84B | +0.00% | No Change |
| 2 |  LADLITHIA MTRS INC | 13.41% | 2,490,534 | $621.94M | +0.00% | No Change |
| 3 |  GOOGLALPHABET INC | 11.57% | 1,865,768 | $536.52M | -2.65% | Partial Sell |
| 4 |  SGISOMNIGROUP INTERNATIONAL INC | 9.24% | 5,798,776 | $428.65M | -0.09% | Partial Sell |
| 5 |  ABGASBURY AUTOMOTIVE GROUP INC | 9.08% | 2,155,492 | $421.20M | +0.00% | No Change |
| 6 |  CPNGCOUPANG INC | 5.30% | 13,017,964 | $245.78M | +0.00% | No Change |
| 7 |  WTWWILLIS TOWERS WATSON PLC LTD | 4.52% | 720,779 | $209.53M | +0.00% | No Change |
| 8 |  METAMETA PLATFORMS INC | 4.01% | 325,155 | $186.03M | +0.00% | No Change |
| 9 |  NUVBNUVATION BIO INC | 0.12% | 1,270,504 | $5.45M | -66.67% | Partial Sell |
| 10 |  UHALU HAUL HOLDING COMPANY | 0.04% | 36,401 | $1.74M | +0.00% | No Change |
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