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 2026-05-10 from SEC 13F data.

Live quotes available for 14 of 17 rows. Rows without a quote are marked unavailable.


1	LAD	LITHIA MTRS INC	20.56%	-	2,351,068	$714.98M	$304.11
2	ABG	ASBURY AUTOMOTIVE GROUP INC	14.58%	-	2,108,540	$506.94M	$240.42
3	META	META PLATFORMS INC	9.39%	Reduce -47.1%	1,138,126	$326.62M	$286.98
4	TDG	TRANSDIGM GROUP INC	8.04%	Reduce -14.6%	312,747	$279.65M	$894.17
5	GOOGL	ALPHABET INC	7.99%	Reduce -0.7%	2,322,340	$277.98M	$119.70
6	CPNG	COUPANG INC	6.51%	Reduce -3.1%	13,017,964	$226.51M	$17.40
7	ET	ENERGY TRANSFER L P	6.51%	-	17,834,322	$226.5M	$12.70
8	WTW	WILLIS TOWERS WATSON PLC LTD	5.46%	-	806,836	$190.01M	$235.50
9	UHAL-B	U HAUL HOLDING COMPANY	5.34%	-	3,663,243	$185.62M	$50.67
10	CWH	CAMPING WORLD HLDGS INC	4.42%	-	5,108,808	$153.78M	$30.10
11	TPX	TEMPUR SEALY INTL INC	4.15%	-	3,600,000	$144.25M	No quote	No quote
12	HZNP	HORIZON THERAPEUTICS PUB L	2.64%	New	890,993	$91.64M	No quote	No quote
13	TEVA	TEVA PHARMACEUTICAL INDS LTD	1.73%	-	7,966,433	$59.99M	$7.53
14	CTLP	CANTALOUPE INC	1.64%	-	7,180,000	$57.15M	$7.96
15	UHAL	U HAUL HOLDING COMPANY	0.65%	-	407,027	$22.52M	$55.32
16	NUVB	NUVATION BIO INC	0.20%	-	3,811,513	$6.86M	$1.80
17	USCB	USCB FINANCIAL HOLDINGS INC	0.19%	-	649,085	$6.62M	No quote	No quote