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 18 rows. Rows without a quote are marked unavailable.


1	LAD	LITHIA MTRS INC	14.54%	-	2,351,068	$504.42M	$214.55
2	CHNG	CHANGE HEALTHCARE INC	12.61%	Reduce -6.3%	15,908,220	$437.32M	No quote	No quote
3	ABG	ASBURY AUTOMOTIVE GROUP INC	9.23%	-	2,118,216	$320.06M	$151.10
4	TDG	TRANSDIGM GROUP INC	8.16%	-	539,305	$283.04M	$524.82
5	GOOGL	ALPHABET INC	8.03%	Reduce -0.6%20:1 split	2,910,600	$278.4M	$95.65
6	ET	ENERGY TRANSFER L P	7.00%	Reduce -0.5%	22,019,322	$242.87M	$11.03
7	CPNG	COUPANG INC	6.44%	Reduce -1.5%	13,395,026	$223.3M	$16.67
8	UHAL	AMERCO	6.21%	-	422,917	$215.36M	$509.22
9	WTW	WILLIS TOWERS WATSON PLC LTD	6.19%	-	1,068,745	$214.75M	$200.94
10	TEVA	TEVA PHARMACEUTICAL INDS LTD	5.56%	Reduce -0.6%	23,899,296	$192.87M	$8.07
11	META	META PLATFORMS INC	4.71%	-	1,205,043	$163.5M	$135.68
12	CWH	CAMPING WORLD HLDGS INC	3.73%	-	5,108,808	$129.36M	$25.32
13	OI	O-I GLASS INC	2.59%	-	6,934,144	$89.8M	No quote	No quote
14	TPX	TEMPUR SEALY INTL INC	2.51%	-	3,600,000	$86.9M	No quote	No quote
15	KMI	KINDER MORGAN INC DEL	1.62%	Reduce -72.9%	3,377,688	$56.21M	$16.64
16	USCB	USCB FINANCIAL HOLDINGS INC	0.32%	Reduce -1.6%	845,394	$11.08M	No quote	No quote
17	CTLP	CANTALOUPE INC	0.31%	-	3,090,000	$10.75M	$3.48
18	NUVB	NUVATION BIO INC	0.25%	-	3,811,513	$8.54M	$2.24