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 13 of 19 rows. Rows without a quote are marked unavailable.


1	LAD	LITHIA MTRS INC	17.17%	-	2,351,068	$481.36M	$204.74
2	ABG	ASBURY AUTOMOTIVE GROUP INC	13.54%	-	2,118,216	$379.69M	$179.25
3	META	META PLATFORMS INC	9.34%	Add +80.6%	2,176,734	$261.95M	$120.34
4	TDG	TRANSDIGM GROUP INC	8.22%	Reduce -32.1%	366,187	$230.57M	$629.65
5	ET	ENERGY TRANSFER L P	7.55%	Reduce -19.0%	17,834,322	$211.69M	$11.87
6	GOOGL	ALPHABET INC	7.36%	Reduce -19.6%	2,339,440	$206.41M	$88.23
7	UHAL/B	U HAUL HOLDING COMPANYCUSIP 023586506	7.18%	New	3,663,243	$201.41M	No quote	No quote
8	CPNG	COUPANG INC	7.05%	Add +0.3%	13,439,964	$197.7M	$14.71
9	WTW	WILLIS TOWERS WATSON PLC LTD	7.04%	Reduce -24.5%	806,836	$197.34M	$244.58
10	TEVA	TEVA PHARMACEUTICAL INDS LTD	5.18%	Reduce -33.3%	15,932,865	$145.31M	$9.12
11	TPX	TEMPUR SEALY INTL INC	4.41%	-	3,600,000	$123.59M	No quote	No quote
12	CWH	CAMPING WORLD HLDGS INC	4.07%	-	5,108,808	$114.03M	$22.32
13	UHAL	U HAUL HOLDING COMPANY	0.87%	Reduce -90.4%10:1 split	407,027	$24.5M	$60.19
14	CTLP	CANTALOUPE INC	0.48%	-	3,090,000	$13.44M	$4.35
15	USCB	USCB FINANCIAL HOLDINGS INC	0.28%	Reduce -23.2%	649,085	$7.92M	No quote	No quote
16	NUVB	NUVATION BIO INC	0.26%	-	3,811,513	$7.32M	$1.92
19	OI	O-I GLASS INC	-	Sold	0	$0	No quote	No quote
18	KMI	KINDER MORGAN INC DEL	-	Sold	0	$0	No quote	No quote
17	CHNG	CHANGE HEALTHCARE INC	-	Sold	0	$0	No quote	No quote