Seth Klarman Protege – David Abrams: Q32018 Top 10 Holdings

Johnny HopkinsDavid Abrams, Portfolio ManagementLeave a Comment

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Seth Klarman’s protege, David Abrams (9-30-2018):

The current market value of his portfolio is $3,783,170,000.

Top 10 Positions

Security Current
Shares
Current Value
($)
TEVA / Teva Pharmaceutical Industries Ltd. 19,522,372 420,512,000
SHPG / Shire Plc. 2,247,133 407,338,000
WU / Western Union Co. (The) 21,165,498 403,414,000
ORLY / O’Reilly Automotive, Inc. 883,194 306,751,000
ESRX / Express Scripts Holding Co. 3,192,304 303,301,000
BEN / Franklin Resources, Inc. 9,945,023 302,428,000
YHOO / Yahoo! Inc. 3,769,842 256,802,000
UHAL / AMERCO 576,045 205,446,000
AET / Aetna, Inc. 823,555 167,058,000
WLTW / Willis Towers Watson Public Limited Company 1,183,287 166,772,000

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