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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 13 rows. Rows without a quote are marked unavailable.


1	CCI	CROWN CASTLE INTL CORP COM	35.69%	-	6,047,153	$225.32M	$37.26	No quote
2	QVCA	LIBERTY MEDIA CORP NEW INT COM SER A	13.43%	Reduce -11.0%	8,074,750	$84.79M	No quote	No quote
3	ARB	ARBITRON INC COM	13.02%	-	3,207,709	$82.21M	No quote	No quote
4	SLM	SLM CORP COM	12.98%	-	7,888,407	$81.96M	$10.39	No quote
5	MHP	MCGRAW HILL COS INC COM	6.79%	-	1,522,146	$42.83M	No quote	No quote
6	CCO	CLEAR CHANNEL OUTDOOR HLDGS CL A	4.56%	-	3,317,090	$28.79M	$8.68	No quote
7	CIT	CIT GROUP INC COM NEW	3.54%	Reduce -64.6%	659,719	$22.34M	No quote	No quote
8	MHK	MOHAWK INDS INC COM	2.98%	Reduce -67.1%	411,723	$18.84M	$45.76	No quote
9	PMT	PENNYMAC MTG INVT TR COM	2.88%	-	1,143,600	$18.18M	No quote	No quote
10	-	TRANSOCEAN INC NOTE 1.500%12/1CUSIP 893830AW9	2.56%	New	19,500,000	$16.14M	No quote	No quote
11	NCT	NEWCASTLE INVT CORP COM	1.11%	-	2,623,897	$7.03M	No quote	No quote
12	SAFT	SAFETY INS GROUP INC COM	0.45%	New	77,345	$2.86M	No quote	No quote
13	TAL	TAL INTL GROUP INC COM	-	Sold	0	$0	No quote	No quote