High-profile investor tracker
2026-06-30
David Abrams Portfolio
Abrams Capital Management, L.P. Holdings
A filing-based view of Abrams Capital Management, L.P.’s publicly disclosed U.S.-listed equity holdings — with portfolio concentration, quarter-over-quarter changes and verified SEC history.
This tracker follows Abrams Capital Management, L.P.’s Form 13F disclosures, not David Abrams’s personal brokerage account. Form 13F reports quarter-end positions later and does not reveal exact trade dates or execution prices.
Confirmed SEC snapshot
$5.48B
Reported 13F value · Q2 2026
Portfolio
Performance
-2.70%
Coverage 100% High coverage
Displayed legs are backend-ready filing-based estimates. They explain the path of the published 1Y result and are not summed or compounded in the browser.
Estimated return from standardized SEC-reported portfolio observations using the approved filing-based methodology. It is not an actual transaction-level or realized investor return.
START_OF_QUARTER_REPORTED_PORTFOLIO_RETURN; CONTINUING=SEC_REFERENCE_TO_SEC_REFERENCE; FULL_EXIT=VERIFIED_MARKET_CLOSE_T0_TO_T1
Portfolio history
Methodology
Official Form 13F filings and the canonical MarketInsiderLab filing record are authoritative. Unsupported or unverified data is withheld.
Portfolio weights use the verified full filing total. Security identity and corporate-action continuity are reconciled before publication.
Changes describe differences between verified SEC-reported quarter-end positions. They are not presented as exact buys, sells, trade dates, or execution prices.
Estimated filing-based basis and filing-based performance are backend-calculated research estimates, not actual execution prices or audited fund returns.
1-year performance is published only when four consecutive quarterly estimates pass QA and the weakest quarterly leg has at least 70% measurable coverage. Coverage of 90% or more is labeled High coverage; 70–89.9% is labeled Partial estimate. Lower-coverage estimates are withheld.
Research and context — not a recommendation to copy any investor’s trades.