David Abrams - Abrams Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $4,638,238,227
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $4.64 B LOAR LAD GOOGL SGI ABG CPNG WTW META UHAL.B NUVB UHAL
2025   Q4 $5.67 B LOAR LAD GOOGL SGI ABG CPNG WTW META UHAL.B ET NUVB UHAL
2025   Q3 $6.17 B LOAR LAD ABG GOOGL SGI CPNG META WTW UHAL.B ET CRCL NUVB UHAL
2025   Q2 $6.11 B LOAR LAD ABG SGI CPNG GOOGL META WTW UHAL.B ET CRCL NUVB UHAL
2025   Q1 $5.64 B LOAR LAD ABG SGI GOOGL CPNG WTW META UHAL.B ET CTLP NUVB UHAL
2024   Q4 $6.22 B LOAR LAD ABG GOOGL ET META CPNG WTW UHAL.B SGI CTLP NUVB UHAL
2024   Q3 $6.23 B LOAR LAD ABG META GOOGL CPNG ET UHAL.B WTW SGI CWH CTLP NUVB UHAL
2024   Q2 $5.11 B LOAR LAD ABG GOOGL META ET CPNG UHAL.B WTW SGI CWH CTLP NUVB UHAL
2024   Q1 $3.20 B LAD ABG GOOGL META ET UHAL.B CPNG SGI WTW CWH CTLP UHAL NUVB
2023   Q4 $3.22 B LAD ABG GOOGL UHAL.B META ET CPNG WTW SGI CWH TEVA CTLP UHAL NUVB USCB
2023   Q3 $3.03 B LAD ABG GOOGL META ET CPNG UHAL.B WTW SGI CWH TEVA CTLP UHAL USCB NUVB
2023   Q2 $3.48 B LAD ABG META TDG GOOGL CPNG ET WTW UHAL.B CWH SGI HZNP TEVA CTLP UHAL NUVB USCB
2023   Q1 $3.16 B LAD META ABG TDG GOOGL ET CPNG UHAL.B WTW SGI CWH TEVA CTLP UHAL NUVB USCB
2022   Q4 $2.80 B LAD ABG META TDG ET GOOGL UHAL.B CPNG WTW TEVA SGI CWH UHAL CTLP USCB NUVB
2022   Q3 $3.47 B LAD CHNG ABG TDG GOOGL ET CPNG UHAL WTW TEVA META CWH OI SGI KMI USCB CTLP NUVB
2022   Q2 $3.72 B LAD CHNG ABG GOOGL TDG ET WTW KMI UHAL META TEVA CPNG CWH OI SGI CTLP NUVB USCB
2022   Q1 $4.28 B LAD GOOGL CHNG TDG ABG META UHAL WTW ET CPNG KMI TEVA CWH SGI OI CTLP NUVB USCB
2021   Q4 $4.56 B LAD GOOGL META ABG CHNG TDG UHAL CPNG WTW CWH KMI TEVA ET SGI OI NUVB CTLP USCB
2021   Q3 $4.59 B LAD ABG META GOOGL UHAL CHNG TDG WTW TEVA ET KMI CWH SGI CPNG OI NUVB CTLP USCB
2021   Q2 $4.50 B LAD META ABG GOOGL TDG UHAL CHNG WTW TEVA ET KMI PCG CWH OI NUVB CTLP
2021   Q1 $4.44 B LAD ABG META UHAL TDG GOOGL TEVA CHNG PCG WTW KMI CWH ET OI NUVB USAT
2020   Q4 $3.55 B LAD TDG META ABG PCG GOOGL UHAL TEVA WTW KMI ET CWH OI TMDX BMY-R SCU CCO
2020   Q3 $3.16 B LAD META TDG PCG WTW TEVA GOOGL ABG UHAL BEN KMI CWH ET OI TMDX BMY-R SCU AKBA CCO
2020   Q2 $3.09 B LAD TEVA META TDG PCG WTW GOOGL BEN KMI UHAL CWH ABG ET BMY-R AKBA TMDX OI SCU CCO PACDQ
2020   Q1 $2.54 B PCG AGN TEVA META WTW LAD TDG GOOGL UHAL BEN KMI ABG BMY-R ET OI AKBA TMDX SPH CWH SCU
2019   Q4 $3.22 B LAD PCG BEN AGN TEVA ORLY WTW ABG UHAL META KMI GOOGL CWH BMY-R TMDX SPH OI SCU AKBA PACDQ
2019   Q3 $3.57 B CELG LAD BEN PCG AABA UHAL WTW ORLY ABG META KMI TEVA GOOGL TMDX SPH CWH SCU PACDQ AKBA CCO
2019   Q2 $3.68 B CELG PCG BEN LAD UHAL WTW META ORLY KMI TEVA ABG GOOGL PACDQ TMDX SPH CWH 0KAO AKBA CCO
2019   Q1 $3.56 B CELG PCG BEN ORLY TEVA LAD UHAL WTW META KMI GOOGL ABG PACDQ SPH CWH AKBA 0KAO BNED C7C
2018   Q4 $2.42 B BEN ORLY TEVA UHAL WU LAD WTW KMI META GOOGL ABG PACDQ SPH CWH AKBA BNED 35OA C7C ENT1USD
2018   Q3 $3.78 B TEVA SHPG WU ORLY ESRX BEN AABA UHAL AET WTW LAD KMI GOOGL ABG SPH CWH BNED 35OA KERX C7C
2018   Q2 $3.59 B TEVA WU AET AABA BEN ORLY UHAL ESRX WTW PCG KMI QCP GOOGL LAD ABG SPH 35OA KERX BNED GPI
2018   Q1 $3.19 B WU TEVA TWX AABA BEN AET ORLY WTW PCG UHAL QCP KMI ABG 35OA SPH BNED KERX GPI C7C ENT1USD
2017   Q4 $2.97 B WU TEVA BEN AABA TWX ORLY WTW WFC UHAL PCG QCP ABG 6CL 35OA BNED KERX SPH GPI ENT1USD C7C
2017   Q3 $2.56 B WU TEVA BEN AABA WFC ORLY WTW UHAL QCP 35OA 6CL ABG BNED KERX ENT1USD GPI SPH C7C
2017   Q2 $2.52 B WU BEN TWX AABA WFC WTW UHAL 6CL WBT BNED QCP CARS 35OA VEON KERX BKS ENT1USD C7C SPH
2017   Q1 $2.61 B WU BEN MSFT TWX WFC WTW WBT 6CL UHAL BKS QCP BNED VEON 35OA KERX C7C ENT1USD
2016   Q4 $2.51 B WU BEN MSFT TWX WFC NSAM WTW BKS BNED VEON QCP 35OA MGI UHAL KERX ENT1USD SYT C7C
2016   Q3 $1.83 B WU MSFT BEN NSAM WFC BKS BNED 35OA VEON NRF ENT1USD OPB MGI KERX C7C
2016   Q2 $1.72 B WU BEN MSFT WFC BKS NSAM BNED VEON 35OA KERX NRF OPB MGI ENT1USD C7C
2016   Q1 $1.95 B WU BEN MSFT TWC WFC BKS NSAM BNED INXN VEON OPB NRF ENT1USD MGI KERX C7C
2015   Q4 $1.72 B WU MSFT BEN WFC CNL TWC BNED INXN BKS VEON OPB ENT1USD MGI KERX C7C
2015   Q3 $1.32 B WU MSFT WFC BNED BKS OPB CNL INXN ENT1USD VEON MGI C7C KERX
2015   Q2 $1.47 B WU MSFT DIG1 WFC BKS OPB ENT1USD INXN WEN MGI C7C VEON
2015   Q1 $1.34 B WU MSFT WFC DIG1 BKS OPB ENT1USD INXN MGI CST C7C VEON
2014   Q4 $1.93 B WU COV AIG MSFT WFC CST BKS ENT1USD OPB INXN DIG1 RYAM C7C MGI JCP*
2014   Q3 $1.69 B WU AIG MSFT COV WFC CST RYAM BKS OPB ENT1USD C7C INXN JCP*
2014   Q2 $1.41 B WU AIG WFC MSFT CST BKS NAVI OPB ENT1USD RYN C7C GTIV JCP*
2014   Q1 $1.26 B WU AIG SLM MSFT WFC CST ENT1USD BKS WAIR C7C JCP*
2013   Q4 $1.26 B WU SLM AIG WAIR WFC CST ENT1USD C7C JCP* GCVRZ
2013   Q3 $1.19 B WU SLM AIG WAIR CST GCVRZ C7C MANT
2013   Q2 $1.65 B SLM WU AIG DLCA WAIR TEVA AIZ CST GCVRZ BMC MANT C7C
2013   Q1 $964 M SLM WU TEVA WAIR AIZ LAMR GCVRZ MANT C7C
2012   Q4 $953 M SLM LAMR NXY TEVA WAIR GCVRZ SLGN C7C MANT
2012   Q3 $801 M LAMR SLM TEVA CDN1 WAIR GCVRZ C7C MANT
2012   Q2 $859 M LAMR SLM HRB CDN1 TEVA WAIR GCVRZ C7C
2012   Q1 $993 M LAMR HRB SLM CDN1 TEVA GCVRZ C7C OHI WAIR
2011   Q4 $1.15 B LAMR HRB SLM CCI* CDN1 TEVA CFN C7C OHI GCVRZ GNW PMT
2011   Q3 $944 M HRB LAMR SLM CCI* CDN1 TEVA CEPH CFN C7C PMT GNW GCVRZ OHI
2011   Q2 $746 M SLM HRB CDN1 CCI* LAMR CFN C7C PMT
2011   Q1 $816 M HRB SLM CDN1 CCI* LZ IRM* C7C CFN PMT
2010   Q4 $504 M CDN1 SLM CCI* C7C CFN PMT CFFN
2010   Q3 $417 M CCI* SLM CDN1 C7C MHK PMT SAFT
2010   Q2 $481 M CCI* CDN1 SLM C7C CIT MHK PMT SAFT
2010   Q1 $625 M CCI* SLM CDN1 CIT MHK C7C PMT 1455797D
2009   Q4 $670 M CCI* SLM CDN1 MHK CIT DISH C7C 1455797D PMT
2009   Q3 $710 M CCI* DISH MHK GETI SLM CDN1 1455797D C7C PMT FUR
2009   Q2 $552 M CCI* SLM DISH MHK CDN1 GETI 1455797D FUR ABG MWA
2009   Q1 $542 M CCI* AYE MHK DISH CDN1 SLM GETI 1455797D GPI FUR MWA ABG
2008   Q4 $561 M CCI* AYE SLM DISH CDN1 1455797D MWA/B GETI MHK GPI ABG GHSEQ
2008   Q3 $995 M CCI* AYE CDN1 MHK SLM DISH 1455797D MWA/B GETI PM GPI POOL ABG GHSEQ
2008   Q2 $1.59 B CCI* AYE CDN1 SLM PM DISH MHK NVR 2968900Q MO 1455797D MWA/B GETI SAFT URI GPI ABG POOL GHSEQ
2008   Q1 $1.53 B CCI* AYE 2968900Q CDN1 MHK NVR DISH SLM MO 1455797D MWA/B GETI SAFT GPI POOL GHSEQ
2007   Q4 $2.00 B CCI* AYE MO NVR EOR 2968900Q CDN1 MHK SLM XCO MWA/B 1455797D GETI SAFT GHSEQ GPI POOL
2007   Q3 $1.88 B EOR SLM CCI* AYE 2968900Q NVR MO MHK XCO CDN1 1455797D GETI
2007   Q2 $2.18 B SLM EOR AYE NVR CCI* 2968900Q MHK MO CDN1 HSP MA ERIE SGI 1455797D BIIB GETI XCO
2007   Q1 $1.76 B EOR NVR CCI* AYE SLM MO MHK HSP CDN1 SGI ERIE MA 1455797D GETI GHSEQ POR
2006   Q4 $1.76 B 2279928Q EOR AYE NVR MO SLM MHK CDN1 HSP ERIE SGI MA 1455797D GETI GHSEQ POR
2006   Q3 $1.50 B 2279928Q EOR NVR AYE MO SLM HSP ERIE CDN1 SGI 1455797D MA MHK SONC GETI GDW
2006   Q2 $1.46 B 2279928Q NVR EOR MO AYE SLM HSP CDN1 ERIE GDW SGI 1455797D MA SPNT POR GETI
2006   Q1 $1.29 B 2279928Q EOR MO NVR GDW SLM AYE ERIE HSP 1455797D MS CDN1 BCO GPI BKD GETI
Home Help notes Contact Terms of Service Privacy