David Abrams - Abrams Capital Management
As of Q2 2026, David Abrams reported 11 long-equity positions worth $5.48B in aggregate.
Copy-investor backtest
- Latest quarter
- +13.81%
- 1-year
- +10.15%
- 3-year
- +40.27%
- 5-year
- +47.83%
- 3-year vs S&P 500
- -32.79%
- 5-year vs S&P 500
- -26.07%
- 5-year top 5
- +36.63%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 5 of 12 rows. Rows without a quote are marked unavailable.
| 1 | CCI | CROWN CASTLE INTL CORP COM | 27.02% | - | 6,047,153 | $236.08M | $39.04 | No quote |
| 2 | QVCA | LIBERTY MEDIA CORP NEW INT COM SER A | 14.98% | - | 12,074,750 | $130.89M | No quote | No quote |
| 3 | SLM | SLM CORP COM | 10.17% | - | 7,888,407 | $88.9M | $11.27 | No quote |
| 4 | ARB | ARBITRON INC COM | 8.60% | - | 3,207,709 | $75.13M | No quote | No quote |
| 5 | MHK | MOHAWK INDS INC COM | 8.54% | - | 1,567,405 | $74.61M | $47.60 | No quote |
| 6 | MHP | MCGRAW HILL COS INC COM | 7.73% | - | 2,016,386 | $67.57M | No quote | No quote |
| 7 | CIT | CIT GROUP INC COM NEW | 6.85% | - | 2,168,870 | $59.88M | No quote | No quote |
| 8 | DISH | DISH NETWORK CORP CL A | 5.71% | - | 2,403,346 | $49.92M | No quote | No quote |
| 9 | CCO | CLEAR CHANNEL OUTDOOR HLDGS CL A | 3.94% | - | 3,317,090 | $34.47M | $10.39 | No quote |
| 10 | TAL | TAL INTL GROUP INC COM | 3.58% | - | 2,367,192 | $31.32M | $13.23 | No quote |
| 11 | PMT | PENNYMAC MTG INVT TR COM | 2.25% | - | 1,143,600 | $19.65M | No quote | No quote |
| 12 | NCT | NEWCASTLE INVT CORP COM | 0.63% | - | 2,623,897 | $5.48M | No quote | No quote |