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 15 rows. Rows without a quote are marked unavailable.


1	WU	WESTERN UN CO	25.35%	-	17,362,477	$323.98M	$18.66	No quote
2	SLM	SLM CORP	19.81%	Reduce -33.3%	10,165,910	$253.13M	$24.90	No quote
3	AIG	AMERICAN INTL GROUP INC	18.06%	-	4,745,040	$230.75M	$48.63	No quote
4	WAIR	WESCO AIRCRAFT HLDGS INC	14.22%	Reduce -3.8%	8,684,212	$181.76M	No quote	No quote
5	CST	CST BRANDS INC	7.00%	Add +50.0%	3,000,000	$89.4M	No quote	No quote
6	EGL	ENGILITY HLDGS INC	6.28%	Reduce -5.2%	2,527,478	$80.2M	No quote	No quote
7	GCVRZ	SANOFI	4.93%	Reduce -0.3%	31,179,637	$62.98M	No quote	No quote
8	CCO	CLEAR CHANNEL OUTDOOR HLDGS	2.15%	-	3,354,390	$27.51M	$8.20	No quote
9	MANT	MANTECH INTL CORP	1.94%	Reduce -51.3%	860,920	$24.76M	No quote	No quote
10	RBSPRR	ROYAL BK SCOTLAND GROUP PLCPREF	0.18%	-	115,305	$2.32M	No quote	No quote
11	RBSPRP	ROYAL BK SCOTLAND GROUP PLC	0.09%	-	57,380	$1.18M	No quote	No quote
15	TEVA	TEVA PHARMACEUTICAL INDS LTD	-	Sold	0	$0	No quote	No quote
14	DELL	DELL INC	-	Sold	0	$0	No quote	No quote
13	BMC	BMC SOFTWARE INC	-	Sold	0	$0	No quote	No quote
12	AIZ	ASSURANT INC	-	Sold	0	$0	No quote	No quote