Superinvestor · snapshot Q4 2025
David Abrams
Abrams Capital Management
valuedeep value
Baupost alumnus running a concentrated, patient value book. Low public profile, low turnover, willingness to hold cash.
Prism interpretation
“Concentrated patient value — low turnover, willing cash holder.”
Concentration profile
Positions
5
Top 1
35%
Top 5
100%
Top 10
100%
Effective N
4.1
Holdings · 5
Curated summaryClick any ticker for the full Prism report.
- 0118.5%
- 0213.1%
- 038.9%
- 046.8%
- 055.2%
How this book compares
5 of David Abrams's holdings also appear in at least one other tracked portfolio. Cross-held names are flagged above with the +N others mark. The full consensus book is available on the Grand Portfolio page.
Tracked alongside 29 other superinvestors.