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 8 of 24 rows. Rows without a quote are marked unavailable.
| 1 | LAMR | LAMAR ADVERTISING CO CL A | 19.65% | Add +5.8% | 9,306,141 | $255.92M | $27.50 | No quote |
| 2 | HRB | BLOCK H & R INC COM | 15.90% | Add +9.1% | 12,683,174 | $207.12M | $16.33 | No quote |
| 3 | SLM | SLM CORP COM | 12.82% | Add +8.7% | 12,461,892 | $166.99M | $13.40 | No quote |
| 4 | CCI | CROWN CASTLE INTL CORP COM | 9.28% | - | 2,697,983 | $120.87M | $44.80 | No quote |
| 5 | ARB | ARBITRON INC COM | 7.78% | - | 2,943,558 | $101.29M | No quote | No quote |
| 6 | TEVA | TEVA PHARMACEUTICAL INDS LTD ADR | 7.30% | Add +8.5% | 2,355,000 | $95.05M | $40.36 | No quote |
| 7 | CFN | CAREFUSION CORP COM | 5.52% | Add +50.0% | 2,828,384 | $71.87M | No quote | No quote |
| 8 | GOOGL | GOOGLE INC CL A | 5.37% | Add +8.3% | 108,316 | $69.96M | $645.90 | No quote |
| 9 | CCO | CLEAR CHANNEL OUTDOOR HLDGS CL A | 3.23% | - | 3,354,390 | $42.1M | $12.55 | No quote |
| 10 | QVCA | LIBERTY INTERACTIVE CORPORAT INT COM SER A | 2.46% | Reduce -75.5% | 1,979,738 | $32.1M | No quote | No quote |
| 11 | OHI | OMEGA HEALTHCARE INVS INC COM | 2.23% | Add +200.0% | 1,500,000 | $29.03M | No quote | No quote |
| 12 | GCVRZ | SANOFI RIGHT 12/31/2020 | 2.01% | Add +63.2% | 21,800,000 | $26.16M | No quote | No quote |
| 13 | GNW | GENWORTH FINL INC COM CL A | 1.51% | - | 3,000,000 | $19.65M | No quote | No quote |
| 14 | CWH | COMMONWEALTH REIT COM SH BEN INT | 1.13% | New | 882,792 | $14.69M | $16.64 | No quote |
| 15 | RBSPRS | ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S | 0.81% | Add +181.4% | 912,525 | $10.53M | No quote | No quote |
| 16 | PMT | PENNYMAC MTG INVT TR COM | 0.71% | Reduce -51.6% | 553,494 | $9.2M | No quote | No quote |
| 17 | RBSPRM | ROYAL BK SCOTLAND GROUP PLC SP ADR PREF M | 0.61% | Add +12.8% | 699,900 | $7.97M | No quote | No quote |
| 18 | RBSPRT | ROYAL BK SCOTLAND GROUP PLC SP ADR PREF T | 0.59% | - | 599,950 | $7.66M | No quote | No quote |
| 19 | RBSPRN | ROYAL BK SCOTLAND GROUP PLC ADR PREF SER N | 0.52% | Add +4.2% | 599,000 | $6.71M | No quote | No quote |
| 20 | RBSPRP | ROYAL BK SCOTLAND GROUP PLC ADR PFD SER P | 0.28% | Add +590.7% | 323,239 | $3.64M | No quote | No quote |
| 21 | RBSPRR | ROYAL BK SCOTLAND GROUP PLC ADR PREF SHS R | 0.28% | Add +566.4% | 322,851 | $3.62M | No quote | No quote |
| 22 | SXC | SUNCOKE ENERGY INC COM | 0.01% | New | 16,619 | $186K | No quote | No quote |
| 24 | SAFT | SAFETY INS GROUP INC COM | - | Sold | 0 | $0 | No quote | No quote |
| 23 | CEPH | CEPHALON INC COM | - | Sold | 0 | $0 | No quote | No quote |