Seth Klarman Protege David Abrams – Top 10 Holdings Q4 2018

Johnny HopkinsDavid Abrams, Portfolio ManagementLeave a Comment

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 David Abrams (2018‑12‑31):

The current market value of his portfolio is $2,419,944,000.

Top 10 Positions

Security Current
Shares
Current Value ($)
BEN / Franklin Resources, Inc. 10,037,706 297,718,000
ORLY / O’Reilly Automotive, Inc. 859,981 296,117,000
TEVA / Teva Pharmaceutical Industries Ltd. 18,522,372 285,615,000
UHAL / AMERCO 576,045 189,006,000
WU / Western Union Co. (The) 10,434,763 178,017,000
LAD / Lithia Motors, Inc. 2,300,000 175,559,000
WLTW / Willis Towers Watson Public Limited Company 1,109,811 168,536,000
KMI / Kinder Morgan, Inc. 8,761,405 134,750,000
FB / Facebook, Inc. 999,649 131,044,000
GOOGL / Alphabet Inc. 124,117 129,697,000

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