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Focused investors/David Abrams

David Abrams - Abrams Capital Management

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

As of Q1 2026, David Abrams's Abrams Capital Management held 11 long-equity positions with a reported value of $4.64B.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Industrials: 42.8% ($1.98B)Consumer Cyclical: 27.8% ($1.29B)Communication Services: 15.6% ($722.55M)Unclassified: 9.2% ($428.65M)Financial Services: 4.5% ($209.53M)Healthcare: 0.1% ($5.45M)

Sector breakdown

  • Industrials(3)42.8%
  • Consumer Cyclical(3)27.8%
  • Communication Services(2)15.6%
  • Unclassified(1)9.2%
  • Financial Services(1)4.5%
  • Healthcare(1)0.1%