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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 7 of 22 rows. Rows without a quote are marked unavailable.

1WUWESTERN UN CO16.85%-21,608,707$439.74M$20.35No quote
2BENFRANKLIN RES INC12.83%-7,945,023$334.8M$42.14No quote
3MSFTMICROSOFT CORP12.57%-4,980,000$327.98M$65.86No quote
4TWXTIME WARNER INC11.42%-3,050,000$298.02MNo quoteNo quote
5WFCWELLS FARGO & CO NEW7.13%-3,342,343$186.04M$55.66No quote
6WTWWILLIS TOWERS WATSON PUB LTD5.94%-1,183,287$154.88M$130.89No quote
7WBTWELBILT INC5.67%New7,541,066$148.03MNo quoteNo quote
8CLNSCOLONY NORTHSTAR INC5.40%New10,908,145$140.82MNo quoteNo quote
9UHALAMERCO3.94%Add +162.2%269,692$102.8M$381.19No quote
10BKSBARNES & NOBLE INC3.69%-10,418,775$96.37MNo quoteNo quote
11QCPQUALITY CARE PPTYS INC3.61%Add +12.1%5,000,000$94.3MNo quoteNo quote
12BNEDBARNES & NOBLE ED INC3.22%-8,771,492$84.12MNo quoteNo quote
13VEONVEON LTD2.94%New18,770,950$76.59MNo quoteNo quote
14OZMOCH ZIFF CAP MGMT GROUP1.93%Add +17.4%22,238,592$50.26MNo quoteNo quote
15KERXKERYX BIOPHARMACEUTICALS INC1.35%-5,719,176$35.23MNo quoteNo quote
16CCOCLEAR CHANNEL OUTDOOR HLDGS0.78%-3,354,390$20.29M$6.05No quote
17ENTGLOBAL EAGLE ENTMT INC0.72%Add +17.7%5,884,041$18.77MNo quoteNo quote
22VIPVIMPELCOM LTD-Sold0$0No quoteNo quote
21SYTSYNGENTA AG-Sold0$0No quoteNo quote
20NSAMNORTHSTAR ASSET MGMT GROUP I-Sold0$0No quoteNo quote
19MGIMONEYGRAM INTL INC-Sold0$0No quoteNo quote
18MFSMANITOWOC FOODSERVICE INC-Sold0$0No quoteNo quote