David Abrams
Abrams Capital Management
David Abrams founded Abrams Capital Management in 1999, where he is the CEO and portfolio manager. Before establishing the Boston-based firm, he worked with Baupost’s Seth Klarman for 10 years.
Sector Allocation
Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Aerospace & Defense
Specialty Retailers
Software & IT Services
Household Goods
Diversified Retail
Homebuilding & Construction Supplies
Insurance
Freight & Logistics Services
Oil & Gas Related Equipment and Services
Hotels & Entertainment Services
Biotechnology & Medical Research
Other
Holdings
2025Q3
2025Q3
2025Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Rolls-Royce Holdings Ord Shs (GB)
RR
16.74%
0.00
$1.32B
$425.65M
99.22M
Aerospace & Defense
2025-06-26
8
Vistry Group Ord Shs (GB)
VTYV
4.39%
+2.25M
$345.39M
--
40.95M
Homebuilding & Construction Supplies
2025-04-02
