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 13 of 20 rows. Rows without a quote are marked unavailable.
| 1 | LAD | LITHIA MTRS INC | 20.65% | - | 2,351,068 | $917.13M | $390.09 | |
| 2 | ABG | ASBURY AUTOMOTIVE GROUP INC | 9.37% | - | 2,118,216 | $416.23M | $196.50 | |
| 3 | META | FACEBOOK INC | 7.99% | - | 1,205,043 | $354.92M | $294.53 | |
| 4 | UHAL | AMERCO | 7.74% | - | 561,258 | $343.83M | $612.60 | |
| 5 | TDG | TRANSDIGM GROUP INC | 7.14% | - | 539,305 | $317.07M | $587.92 | |
| 6 | GOOGL | ALPHABET INC | 6.80% | - | 146,440 | $302.04M | $2062.52 | |
| 7 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 6.25% | - | 24,046,356 | $277.5M | $11.54 | |
| 8 | CHNG | CHANGE HEALTHCARE INC | 6.17% | New | 12,400,000 | $274.04M | No quote | No quote |
| 9 | PCG | PG&E CORP | 6.00% | Reduce -1.9% | 22,745,008 | $266.34M | $11.71 | |
| 10 | WTW | WILLIS TOWERS WATSON PLC LTD | 5.64% | - | 1,094,001 | $250.4M | $228.88 | |
| 11 | KMI | KINDER MORGAN INC DEL | 4.68% | - | 12,476,200 | $207.73M | $16.65 | |
| 12 | CWH | CAMPING WORLD HLDGS INC | 4.18% | - | 5,108,808 | $185.86M | $36.38 | |
| 13 | ET | ENERGY TRANSFER LP | 3.83% | - | 22,124,322 | $169.92M | $7.68 | |
| 14 | OI | O-I GLASS INC | 2.30% | - | 6,934,144 | $102.21M | No quote | No quote |
| 15 | NUVB | NUVATION BIO INC | 0.77% | New | 3,811,513 | $33.99M | $8.92 | |
| 16 | USAT | USA TECHNOLOGIES INC | 0.50% | New | 2,090,000 | $22.28M | No quote | No quote |
| 20 | TMDX | TRANSMEDICS GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | SCU | SCULPTOR CAP MGMT | - | Sold | 0 | $0 | No quote | No quote |
| 18 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | - | Sold | 0 | $0 | No quote | No quote |
| 17 | BMYRT | BRISTOL-MYERS SQUIBB CO | - | Sold | 0 | $0 | No quote | No quote |