David Abrams: Q3 2019 Top 10 Holdings

Johnny HopkinsDavid AbramsLeave 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 Seth Klarman protege David Adrams (9-30-2019). The current market value of his portfolio is $3,571,872,000.

Top 10 Positions:.

Stock Shares Value
CELG / CELGENE CORP 6,752,869 $670,560,000
LAD / LITHIA MOTORS INC 2,300,000 $304,474,000
BEN / FRANKLIN RESOURCES INC 9,772,486 $282,034,000
PCG / PG&E Corp 25,000,000 $250,000,000
AABA / ALTABA INC. 12,650,000 $246,422,000
UHAL / AMERCO INC 561,258 $218,913,000
WLTW / WILLIS TOWERS WATSON PLC 1,109,811 $214,160,000
ORLY / O REILLY AUTOMOTIVE INC 533,886 $212,759,000
ABG / ASBURY AUTOMOTIVE GROUP INC 1,902,528 $194,686,000
FB / FACEBOOK INC 1,024,723.00 $182,483,000

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