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 4 of 12 rows. Rows without a quote are marked unavailable.
| 1 | CCI | CROWN CASTLE INTL CORP COM | 20.62% | Reduce -55.4% | 2,697,983 | $119.12M | $44.15 | No quote |
| 2 | SLM | SLM CORP COM | 19.79% | Add +25.4% | 9,896,207 | $114.3M | $11.55 | No quote |
| 3 | QVCA | LIBERTY MEDIA CORP NEW INT COM SER A | 19.17% | - | 8,074,750 | $110.71M | No quote | No quote |
| 4 | ARB | ARBITRON INC COM | 17.25% | Add +11.0% | 3,561,610 | $99.62M | No quote | No quote |
| 5 | MHP | MCGRAW HILL COS INC COM | 8.71% | - | 1,522,146 | $50.32M | No quote | No quote |
| 6 | CCO | CLEAR CHANNEL OUTDOOR HLDGS CL A | 6.56% | - | 3,317,090 | $37.91M | $11.43 | No quote |
| 7 | MHK | MOHAWK INDS INC COM | 3.80% | - | 411,723 | $21.95M | $53.30 | No quote |
| 8 | PMT | PENNYMAC MTG INVT TR COM | 3.54% | - | 1,143,600 | $20.46M | No quote | No quote |
| 9 | SAFT | SAFETY INS GROUP INC COM | 0.56% | - | 77,345 | $3.25M | No quote | No quote |
| 12 | - | TRANSOCEAN INC NOTE 1.500%12/1CUSIP 893830AW9 | - | Sold | 0 | $0 | No quote | No quote |
| 11 | NCT | NEWCASTLE INVT CORP COM | - | Sold | 0 | $0 | No quote | No quote |
| 10 | CIT | CIT GROUP INC COM NEW | - | Sold | 0 | $0 | No quote | No quote |