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.
| 1 | LAD | LITHIA MTRS INC | 17.37% | - | 2,351,068 | $646.1M | $274.81 | |
| 2 | CHNG | CHANGE HEALTHCARE INC | 10.52% | - | 16,978,220 | $391.52M | No quote | No quote |
| 3 | ABG | ASBURY AUTOMOTIVE GROUP INC | 9.64% | - | 2,118,216 | $358.7M | $169.34 | |
| 4 | GOOGL | ALPHABET INC | 8.58% | - | 146,440 | $319.13M | $2179.26 | |
| 5 | TDG | TRANSDIGM GROUP INC | 7.78% | - | 539,305 | $289.43M | $536.67 | |
| 6 | ET | ENERGY TRANSFER L P | 5.93% | - | 22,124,322 | $220.8M | $9.98 | |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 5.67% | - | 1,068,745 | $210.96M | $197.39 | |
| 8 | KMI | KINDER MORGAN INC DEL | 5.62% | - | 12,476,200 | $209.1M | $16.76 | |
| 9 | UHAL | AMERCO | 5.44% | - | 422,917 | $202.25M | $478.23 | |
| 10 | META | META PLATFORMS INC | 5.22% | - | 1,205,043 | $194.31M | $161.25 | |
| 11 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 4.86% | - | 24,046,356 | $180.83M | $7.52 | |
| 12 | CPNG | COUPANG INC | 4.66% | - | 13,603,071 | $173.44M | $12.75 | |
| 13 | CWH | CAMPING WORLD HLDGS INC | 2.96% | - | 5,108,808 | $110.3M | $21.59 | |
| 14 | OI | O-I GLASS INC | 2.61% | - | 6,934,144 | $97.08M | No quote | No quote |
| 15 | TPX | TEMPUR SEALY INTL INC | 2.07% | - | 3,600,000 | $76.93M | No quote | No quote |
| 16 | CTLP | CANTALOUPE INC | 0.47% | - | 3,090,000 | $17.3M | $5.60 | |
| 17 | NUVB | NUVATION BIO INC | 0.33% | - | 3,811,513 | $12.35M | $3.24 | |
| 18 | USCB | USCB FINANCIAL HOLDINGS INC | 0.27% | - | 859,354 | $9.92M | No quote | No quote |