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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 2026-06-06 from SEC 13F data.

Live quotes available for 3 of 11 rows. Rows without a quote are marked unavailable.

1ARBARBITRON INC COM21.55%-3,561,610$147.88MNo quoteNo quote
2QVCALIBERTY MEDIA CORP NEW INT COM SER A18.55%-8,074,750$127.34MNo quoteNo quote
3SLMSLM CORP COM18.15%-9,896,207$124.59M$12.59No quote
4CCICROWN CASTLE INTL CORP COM17.23%-2,697,983$118.25M$43.83No quote
5MHPMCGRAW HILL COS INC COM8.08%-1,522,146$55.42MNo quoteNo quote
6CCOCLEAR CHANNEL OUTDOOR HLDGS CL A6.79%-3,317,090$46.57M$14.04No quote
7CFNCAREFUSION CORP COM6.37%New1,700,000$43.69MNo quoteNo quote
8PMTPENNYMAC MTG INVT TR COM3.02%-1,143,600$20.76MNo quoteNo quote
9CFFNCAPITOL FED FINL COM0.26%New150,000$1.79MNo quoteNo quote
11SAFTSAFETY INS GROUP INC COM-Sold0$0No quoteNo quote
10MHKMOHAWK INDS INC COM-Sold0$0No quoteNo quote