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 12 of 25 rows. Rows without a quote are marked unavailable.
| 1 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 11.12% | Reduce -1.1% | 19,522,372 | $420.51M | $21.54 | No quote |
| 2 | SHPG | SHIRE PLC | 10.77% | New | 2,247,133 | $407.34M | No quote | No quote |
| 3 | WU | WESTERN UN CO | 10.66% | Reduce -0.9% | 21,165,498 | $403.41M | $19.06 | No quote |
| 4 | ORLY | O REILLY AUTOMOTIVE INC NEW | 8.11% | - | 883,194 | $306.75M | $347.32 | No quote |
| 5 | ESRX | EXPRESS SCRIPTS HLDG CO | 8.02% | Add +20.3% | 3,192,304 | $303.3M | No quote | No quote |
| 6 | BEN | FRANKLIN RES INC | 7.99% | Add +25.2% | 9,945,023 | $302.43M | $30.41 | No quote |
| 7 | AABA | ALTABA INC | 6.79% | Reduce -1.4% | 3,769,842 | $256.8M | No quote | No quote |
| 8 | UHAL | AMERCO | 5.43% | - | 576,045 | $205.45M | $356.65 | No quote |
| 9 | AET | AETNA INC NEW | 4.42% | Reduce -47.7% | 823,555 | $167.06M | No quote | No quote |
| 10 | WTW | WILLIS TOWERS WATSON PUB LTD | 4.41% | - | 1,183,287 | $166.77M | $140.94 | No quote |
| 11 | LAD | LITHIA MTRS INC | 4.32% | Add +92.3% | 2,000,000 | $163.32M | $81.66 | No quote |
| 12 | KMI | KINDER MORGAN INC DEL | 4.11% | - | 8,761,405 | $155.34M | $17.73 | No quote |
| 13 | GOOGL | ALPHABET INC | 3.96% | - | 124,117 | $149.82M | $1207.08 | No quote |
| 14 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2.88% | Add +46.1% | 1,585,091 | $108.98M | $68.75 | No quote |
| 15 | SPH | SUBURBAN PROPANE PARTNERS L | 1.86% | Add +5.5% | 2,988,346 | $70.32M | No quote | No quote |
| 16 | CWH | CAMPING WORLD HLDGS INC | 1.31% | New | 2,328,100 | $49.64M | $21.32 | No quote |
| 17 | BNED | BARNES & NOBLE ED INC | 0.89% | - | 5,872,465 | $33.83M | No quote | No quote |
| 18 | OZM | OCH ZIFF CAP MGMT GROUP | 0.87% | - | 22,238,592 | $32.91M | No quote | No quote |
| 19 | KERX | KERYX BIOPHARMACEUTICALS INC | 0.82% | Reduce -8.4% | 9,108,867 | $30.97M | No quote | No quote |
| 20 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.53% | - | 3,354,390 | $19.96M | $5.95 | No quote |
| 21 | ENT | GLOBAL EAGLE ENTMT INC | 0.49% | Reduce -6.8% | 6,522,429 | $18.39M | No quote | No quote |
| 22 | AKBA | AKEBIA THERAPEUTICS INC | 0.26% | New | 1,119,286 | $9.88M | No quote | No quote |
| 25 | QCP | QUALITY CARE PPTYS INC | - | Sold | 0 | $0 | No quote | No quote |
| 24 | PCG | PG&E CORP | - | Sold | 0 | $0 | No quote | No quote |
| 23 | GPI | GROUP 1 AUTOMOTIVE INC | - | Sold | 0 | $0 | No quote | No quote |