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 14 of 21 rows. Rows without a quote are marked unavailable.
| 1 | CELG | CELGENE CORP | 18.77% | - | 6,752,869 | $670.56M | No quote | No quote |
| 2 | LAD | LITHIA MTRS INC | 8.52% | - | 2,300,000 | $304.47M | $132.38 | No quote |
| 3 | BEN | FRANKLIN RES INC | 7.90% | - | 9,772,486 | $282.03M | $28.86 | No quote |
| 4 | PCG | PG&E CORP | 7.00% | - | 25,000,000 | $250M | $10.00 | No quote |
| 5 | AABA | ALTABA INC | 6.90% | New | 12,650,000 | $246.42M | No quote | No quote |
| 6 | UHAL | AMERCO | 6.13% | - | 561,258 | $218.91M | $390.04 | No quote |
| 7 | WTW | WILLIS TOWERS WATSON PUB LTD | 6.00% | - | 1,109,811 | $214.16M | $192.97 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.96% | - | 533,886 | $212.76M | $398.51 | No quote |
| 9 | ABG | ASBURY AUTOMOTIVE GROUP INC | 5.45% | - | 1,902,528 | $194.69M | $102.33 | No quote |
| 10 | META | FACEBOOK INC | 5.11% | - | 1,024,723 | $182.48M | $178.08 | No quote |
| 11 | KMI | KINDER MORGAN INC DEL | 4.92% | - | 8,529,816 | $175.8M | $20.61 | No quote |
| 12 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 4.63% | Add +33.3% | 24,046,356 | $165.44M | $6.88 | No quote |
| 13 | GOOGL | ALPHABET INC | 4.24% | - | 124,117 | $151.56M | $1221.14 | No quote |
| 14 | TMDX | TRANSMEDICS GROUP INC | 2.25% | - | 3,499,859 | $80.44M | $22.98 | No quote |
| 15 | SPH | SUBURBAN PROPANE PARTNERS L | 1.98% | - | 2,988,346 | $70.62M | No quote | No quote |
| 16 | CWH | CAMPING WORLD HLDGS INC | 1.36% | Add +6.8% | 5,458,626 | $48.58M | $8.90 | No quote |
| 17 | SCU | SCULPTOR CAP MGMT | 1.21% | New | 2,223,860 | $43.32M | No quote | No quote |
| 18 | PACDD | PACIFIC DRILLING SA LUXEMBOU | 0.81% | - | 7,414,537 | $28.99M | No quote | No quote |
| 19 | AKBA | AKEBIA THERAPEUTICS INC | 0.62% | - | 5,656,462 | $22.17M | No quote | No quote |
| 20 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.24% | - | 3,354,390 | $8.45M | $2.52 | No quote |
| 21 | OZM | OCH ZIFF CPTL MANGEMNT GRP I | - | Sold | 0 | $0 | No quote | No quote |