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.
Get email alerts when David Abrams files a new 13F — sign in or create a free account.
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 | 27.96% | - | 6,047,153 | $231.18M | $38.23 | No quote |
| 2 | QVCA | LIBERTY MEDIA CORP NEW INT COM SER A | 16.79% | Reduce -24.9% | 9,074,750 | $138.84M | No quote | No quote |
| 3 | SLM | SLM CORP COM | 11.94% | - | 7,888,407 | $98.76M | $12.52 | No quote |
| 4 | ARB | ARBITRON INC COM | 10.34% | - | 3,207,709 | $85.52M | No quote | No quote |
| 5 | CIT | CIT GROUP INC COM NEW | 8.78% | Reduce -14.1% | 1,863,057 | $72.59M | No quote | No quote |
| 6 | MHK | MOHAWK INDS INC COM | 8.24% | Reduce -20.1% | 1,253,078 | $68.14M | $54.38 | No quote |
| 7 | MHP | MCGRAW HILL COS INC COM | 6.56% | Reduce -24.5% | 1,522,146 | $54.27M | No quote | No quote |
| 8 | CCO | CLEAR CHANNEL OUTDOOR HLDGS CL A | 4.26% | - | 3,317,090 | $35.19M | $10.61 | No quote |
| 9 | PMT | PENNYMAC MTG INVT TR COM | 2.30% | - | 1,143,600 | $19M | No quote | No quote |
| 10 | TAL | TAL INTL GROUP INC COM | 1.80% | Reduce -68.5% | 744,774 | $14.88M | $19.98 | No quote |
| 11 | NCT | NEWCASTLE INVT CORP COM | 1.02% | - | 2,623,897 | $8.48M | No quote | No quote |
| 12 | DISH | DISH NETWORK CORP CL A | - | Sold | 0 | $0 | No quote | No quote |