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 6 of 15 rows. Rows without a quote are marked unavailable.


1	WU	WESTERN UN CO	22.48%	-	17,362,477	$284.05M	$16.36	No quote
2	AIG	AMERICAN INTL GROUP INC	18.78%	-	4,745,040	$237.3M	$50.01	No quote
3	SLM	SLM CORP	15.89%	Reduce -19.3%	8,200,487	$200.75M	$24.48	No quote
4	MSFT	MICROSOFT CORP	11.09%	New	3,420,000	$140.19M	$40.99	No quote
5	WFC	WELLS FARGO & CO NEW	10.90%	-	2,770,000	$137.78M	$49.74	No quote
6	CST	CST BRANDS INC	7.42%	-	3,000,000	$93.72M	No quote	No quote
7	ENT	GLOBAL EAGLE ENTMT INC	3.75%	-	3,000,000	$47.34M	No quote	No quote
8	BKS	BARNES & NOBLE INC	3.50%	New	2,115,229	$44.21M	No quote	No quote
9	WAIR	WESCO AIRCRAFT HLDGS INC	2.46%	Reduce -75.5%	1,410,141	$31.04M	No quote	No quote
10	CCO	CLEAR CHANNEL OUTDOOR HLDGS	2.42%	-	3,354,390	$30.56M	$9.11	No quote
11	JCP	PENNEY J C INC	1.02%	Add +50.0%	1,500,000	$12.93M	No quote	No quote
12	RBSPRR	ROYAL BK SCOTLAND GROUP PLCPREF	0.20%	-	115,305	$2.54M	No quote	No quote
13	RBSPRP	ROYAL BK SCOTLAND GROUP PLC	0.10%	-	57,380	$1.27M	No quote	No quote
15	GCVRZ	SANOFI	-	Sold	0	$0	No quote	No quote
14	EGL	ENGILITY HLDGS INC	-	Sold	0	$0	No quote	No quote