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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 5 of 18 rows. Rows without a quote are marked unavailable.

1SLMSLM CORP COM29.85%-15,028,723$308.09M$20.50No quote
2WUWESTERN UN CO COM21.84%New14,987,000$225.4M$15.04No quote
3TEVATEVA PHARMACEUTICAL INDS LTD ADR9.85%-2,561,269$101.63M$39.68No quote
4WAIRWESCO AIRCRAFT HLDGS INC COM7.17%-5,025,335$73.97MNo quoteNo quote
5AIZASSURANT INC COM6.54%New1,500,000$67.52MNo quoteNo quote
6EGLENGILITY HLDGS INC COM6.20%Add +0.3%2,666,439$63.94MNo quoteNo quote
7LAMRLAMAR ADVERTISING CO CL A5.98%Reduce -76.9%1,271,460$61.77M$48.58No quote
8GCVRZSANOFI RIGHT 12/31/20205.42%-31,269,087$55.97MNo quoteNo quote
9MANTMANTECH INTL CORP CL A4.35%Add +117.6%1,669,669$44.86MNo quoteNo quote
10CCOCLEAR CHANNEL OUTDOOR HLDGS CL A2.43%-3,354,390$25.12M$7.49No quote
11RBSPRRROYAL BK SCOTLAND GROUP PLC ADR PREF SHS R0.25%-115,305$2.54MNo quoteNo quote
12RBSPRPROYAL BK SCOTLAND GROUP PLC ADR PFD SER P0.12%-57,380$1.27MNo quoteNo quote
18SLGNSILGAN HOLDINGS INC COM-Sold0$0No quoteNo quote
17RBSPRTROYAL BK SCOTLAND GROUP PLC SP ADR PREF T-Sold0$0No quoteNo quote
16RBSPRSROYAL BK SCOTLAND GROUP PLC SP ADR PREF S-Sold0$0No quoteNo quote
15NXYNEXEN INC COM-Sold0$0No quoteNo quote
14GOOGLGOOGLE INC CL A-Sold0$0No quoteNo quote
13CWHCOMMONWEALTH REIT COM SH BEN INT-Sold0$0No quoteNo quote