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Focused investors/David Abrams

David Abrams - Abrams Capital Management

As of Q2 2026, David Abrams reported 11 long-equity positions worth $5.48B in aggregate.

Copy-investor backtest

Latest quarter
+13.81%
1-year
+10.15%
3-year
+40.27%
5-year
+47.83%
3-year vs S&P 500
-32.79%
5-year vs S&P 500
-26.07%
5-year top 5
+36.63%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-08-13 from SEC 13F data.

Live quotes available for 10 of 11 rows. Rows without a quote are marked unavailable.

1LOARLOAR HOLDINGS INC47.15%-32,050,240$2.58B$80.6152w: $53.15 - $85.21; reported $80.61
2LADLITHIA MTRS INC13.20%-2,490,534$723.48M$290.4952w: $239.78 - $360.56; reported $290.49
3GOOGLALPHABET INC8.94%Reduce -26.6%1,370,495$489.77M$357.3752w: $172.77 - $408.61; reported $357.37
4TPXSOMNIGROUP INTERNATIONAL INC8.30%-5,798,776$454.62MNo quoteNo quote
5ABGASBURY AUTOMOTIVE GROUP INC7.91%-2,155,492$433.43M$201.0852w: $172.01 - $274.50; reported $201.08
6CPNGCOUPANG INC4.13%-13,017,964$226.12M$17.3752w: $14.92 - $34.08; reported $17.37
7WTWWILLIS TOWERS WATSON PLC LTD3.44%-720,779$188.39M$261.3752w: $240.61 - $352.79; reported $261.37
8UHAL-BU HAUL HOLDING COMPANY3.42%-3,251,469$187.61M$57.7052w: $39.62 - $59.46; reported $57.70
9METAMETA PLATFORMS INC3.34%-325,155$183.16M$563.2952w: $520.26 - $796.25; reported $563.29
10NUVBNUVATION BIO INC0.13%-1,270,504$7.22M$5.6852w: $1.86 - $9.75; reported $5.68
11UHALU HAUL HOLDING COMPANY0.04%-36,401$2.38M$65.4452w: $41.95 - $67.34; reported $65.44