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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.

1WUWESTERN UN CO20.50%Add +0.8%21,608,707$346.6M$16.04No quote
2AIGAMERICAN INTL GROUP INC15.34%Add +1.2%4,801,276$259.37M$54.02No quote
3MSFTMICROSOFT CORP13.66%Add +45.6%4,980,000$230.87M$46.36No quote
4COVCOVIDIEN PLC13.41%New2,620,000$226.66MNo quoteNo quote
5WFCWELLS FARGO & CO NEW8.50%-2,770,000$143.68M$51.87No quote
6CSTCST BRANDS INC7.95%Add +24.7%3,740,304$134.46MNo quoteNo quote
7RYAMRAYONIER ADVANCED MATLS INC4.87%New2,500,000$82.28MNo quoteNo quote
8BKSBARNES & NOBLE INC4.80%-4,114,389$81.22MNo quoteNo quote
9OPBOPUS BK IRVINE CALIF4.08%-2,270,265$69.04MNo quoteNo quote
10ENTGLOBAL EAGLE ENTMT INC3.32%Add +15.1%5,000,000$56.1MNo quoteNo quote
11INXNINTERXION HOLDING N.V1.34%New820,269$22.71MNo quoteNo quote
12CCOCLEAR CHANNEL OUTDOOR HLDGS1.34%-3,354,390$22.61M$6.74No quote
13JCPPENNEY J C INC0.89%-1,500,000$15.06MNo quoteNo quote
18RBSPRPROYAL BK SCOTLAND GROUP PLC-Sold0$0No quoteNo quote
17RBSPRRROYAL BK SCOTLAND GROUP PLCPREF-Sold0$0No quoteNo quote
16RYNRAYONIER INC-Sold0$0No quoteNo quote
15NAVINAVIENT CORP-Sold0$0No quoteNo quote
14GTIVGENTIVA HEALTH SERVICES INC-Sold0$0No quoteNo quote