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Focused investors/David Abrams

David Abrams - Abrams Capital Management

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

Copy-investor backtest

Latest quarter
-1.55%
1-year
-16.75%
3-year
+46.74%
3-year top 5
+57.66%

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

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

Live quotes available for 14 of 18 rows. Rows without a quote are marked unavailable.

1LADLITHIA MTRS INC16.47%-2,351,068$705.6M$300.1252w: $274.03 - $406.43; reported $300.12
2GOOGLALPHABET INC9.51%-146,440$407.3M$2781.3552w: $104.57 - $151.55; reported $2781.35
3CHNGCHANGE HEALTHCARE INC8.64%-16,978,220$370.13MNo quoteNo quote
4TDGTRANSDIGM GROUP INC8.20%-539,305$351.38M$651.5452w: $552.72 - $688.03; reported $651.54
5ABGASBURY AUTOMOTIVE GROUP INC7.92%-2,118,216$339.34M$160.2052w: $146.43 - $230.97; reported $160.20
6METAMETA PLATFORMS INC6.25%-1,205,043$267.95M$222.3652w: $185.82 - $384.33; reported $222.36
7WTWWILLIS TOWERS WATSON PLC LTD5.89%-1,068,745$252.46M$236.2252w: $199.78 - $271.87; reported $236.22
8UHALAMERCO5.89%Reduce -5.6%422,917$252.46M$596.9452w: $52.39 - $76.99; reported $596.94
9ETENERGY TRANSFER L P5.78%-22,124,322$247.57M$11.1952w: $7.62 - $11.58; reported $11.19
10CPNGCOUPANG INC5.61%Add +40.3%13,603,071$240.5M$17.6852w: $15.28 - $50.50; reported $17.68
11KMIKINDER MORGAN INC DEL5.51%-12,476,200$235.93M$18.9152w: $15.01 - $19.29; reported $18.91
12TEVATEVA PHARMACEUTICAL INDS LTD5.27%-24,046,356$225.8M$9.3952w: $7.24 - $11.72; reported $9.39
13CWHCAMPING WORLD HLDGS INC3.33%-5,108,808$142.79M$27.9552w: $27.37 - $49.20; reported $27.95
14TPXTEMPUR SEALY INTL INC2.35%-3,600,000$100.51MNo quoteNo quote
15OIO-I GLASS INC2.13%-6,934,144$91.39MNo quoteNo quote
16CTLPCANTALOUPE INC0.49%Add +47.9%3,090,000$20.92M$6.7752w: $6.49 - $13.25; reported $6.77
17NUVBNUVATION BIO INC0.47%-3,811,513$20.05M$5.2652w: $4.46 - $15.23; reported $5.26
18USCBUSCB FINANCIAL HOLDINGS INC0.29%-859,354$12.32MNo quoteNo quote