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


1	WU	WESTERN UN CO	20.05%	-	21,608,707	$387.01M	$17.91	No quote
2	COV	COVIDIEN PLC	15.63%	Add +12.6%	2,950,000	$301.73M	No quote	No quote
3	AIG	AMERICAN INTL GROUP INC	13.93%	-	4,801,276	$268.92M	$56.01	No quote
4	MSFT	MICROSOFT CORP	11.98%	-	4,980,000	$231.32M	$46.45	No quote
5	WFC	WELLS FARGO & CO NEW	7.87%	-	2,770,000	$151.85M	$54.82	No quote
6	CST	CST BRANDS INC	6.02%	Reduce -28.7%	2,666,680	$116.29M	No quote	No quote
7	BKS	BARNES & NOBLE INC	4.95%	-	4,114,389	$95.54M	No quote	No quote
8	ENT	GLOBAL EAGLE ENTMT INC	3.52%	-	5,000,000	$68.05M	No quote	No quote
9	OPB	OPUS BK IRVINE CALIF	3.34%	-	2,270,265	$64.41M	No quote	No quote
10	INXN	INTERXION HOLDING N.V	3.33%	Add +186.2%	2,347,788	$64.19M	No quote	No quote
11	DTV	DIRECTV	3.14%	New	700,000	$60.69M	No quote	No quote
12	RYAM	RAYONIER ADVANCED MATLS INC	2.81%	Reduce -2.8%	2,430,800	$54.21M	No quote	No quote
13	CCO	CLEAR CHANNEL OUTDOOR HLDGS	1.84%	-	3,354,390	$35.52M	$10.59	No quote
14	MGI	MONEYGRAM INTL INC	1.09%	New	2,313,090	$21.03M	No quote	No quote
15	JCP	PENNEY J C INC	0.50%	-	1,500,000	$9.72M	No quote	No quote