2 hedge funds and family offices disclose a LAD position in their latest SEC 13F filing — combined $723.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | David Abrams | Abrams Capital Management, L.P. | 2,490,534 | $723.5M | 13.20% | 2026-06-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 1,513 | $440K | 0.00% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold LAD. The largest disclosed position is David Abrams at $723.5M (13.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LAD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
2 hedge funds and family offices disclose a LAD position in their latest SEC 13F filing — combined $723.9M in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | David Abrams | Abrams Capital Management, L.P. | 2,490,534 | $723.5M | 13.20% | 2026-06-30 |
| 2 | Ray Dalio | Bridgewater Associates LP | 1,513 | $440K | 0.00% | 2026-06-30 |
As of the latest 13F window, 2 tracked superinvestors hold LAD. The largest disclosed position is David Abrams at $723.5M (13.2% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying LAD, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
