David Abrams - Abrams Capital Management

As of Q1 2026, David Abrams reported 11 long-equity positions worth $4.64B in aggregate.

Copy-investor backtest

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 14 of 19 rows. Rows without a quote are marked unavailable.


1	LAD	LITHIA MTRS INC	15.32%	-	2,351,068	$698.15M	$296.95
2	GOOGL	ALPHABET INC	9.31%	-	146,440	$424.24M	$2897.04
3	META	META PLATFORMS INC	8.89%	-	1,205,043	$405.32M	$336.35
4	ABG	ASBURY AUTOMOTIVE GROUP INC	8.03%	-	2,118,216	$365.88M	$172.73
5	CHNG	CHANGE HEALTHCARE INC	7.96%	-	16,978,220	$362.99M	No quote	No quote
6	TDG	TRANSDIGM GROUP INC	7.53%	-	539,305	$343.15M	$636.28
7	UHAL	AMERCO	7.14%	Reduce -20.2%	447,978	$325.34M	$726.23
8	CPNG	COUPANG INC	6.25%	Add +119.6%	9,694,810	$284.83M	$29.38
9	WTW	WILLIS TOWERS WATSON PLC LTD	5.57%	Reduce -2.3%	1,068,745	$253.82M	$237.49
10	CWH	CAMPING WORLD HLDGS INC	4.53%	-	5,108,808	$206.4M	$40.40
11	KMI	KINDER MORGAN INC DEL	4.34%	-	12,476,200	$197.87M	$15.86
12	TEVA	TEVA PHARMACEUTICAL INDS LTD	4.23%	-	24,046,356	$192.61M	$8.01
13	ET	ENERGY TRANSFER L P	3.99%	-	22,124,322	$182.08M	$8.23
14	TPX	TEMPUR SEALY INTL INC	3.71%	-	3,600,000	$169.31M	No quote	No quote
15	OI	O-I GLASS INC	1.83%	-	6,934,144	$83.42M	No quote	No quote
16	NUVB	NUVATION BIO INC	0.71%	-	3,811,513	$32.4M	$8.50
17	CTLP	CANTALOUPE INC	0.41%	-	2,090,000	$18.56M	$8.88
18	USCB	USCB FINANCIAL HOLDINGS INC	0.26%	New	859,354	$12.04M	No quote	No quote
19	USCB	U S CENTY BK DORAL FLA	-	Sold	0	$0	No quote	No quote