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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 6 of 16 rows. Rows without a quote are marked unavailable.


1	SLM	SLM CORP	20.16%	Add +1.5%	15,248,864	$348.59M	$22.86	No quote
2	WU	WESTERN UN CO	17.18%	Add +15.8%	17,362,477	$297.07M	$17.11	No quote
3	AIG	AMERICAN INTL GROUP INC	12.27%	New	4,745,040	$212.1M	$44.70	No quote
4	DELL	DELL INC	11.56%	New	15,000,000	$199.88M	$13.32	No quote
5	WAIR	WESCO AIRCRAFT HLDGS INC	9.69%	Add +79.6%	9,025,335	$167.6M	No quote	No quote
6	TEVA	TEVA PHARMACEUTICAL INDS LTD	5.81%	-	2,561,269	$100.4M	$39.20	No quote
7	AIZ	ASSURANT INC	4.42%	-	1,500,000	$76.37M	No quote	No quote
8	EGL	ENGILITY HLDGS INC	4.38%	-	2,666,439	$75.78M	No quote	No quote
9	CST	CST BRANDS INC	3.56%	New	2,000,000	$61.62M	No quote	No quote
10	GCVRZ	SANOFI	3.44%	-	31,269,087	$59.41M	No quote	No quote
11	BMC	BMC SOFTWARE INC	3.21%	New	1,230,000	$55.51M	No quote	No quote
12	MANT	MANTECH INTL CORP	2.67%	Add +5.8%	1,767,330	$46.16M	No quote	No quote
13	CCO	CLEAR CHANNEL OUTDOOR HLDGS	1.45%	-	3,354,390	$25.02M	$7.46	No quote
14	RBSPRR	ROYAL BK SCOTLAND GROUP PLCPREF	0.14%	-	115,305	$2.38M	No quote	No quote
15	RBSPRP	ROYAL BK SCOTLAND GROUP PLC	0.07%	-	57,380	$1.21M	No quote	No quote
16	LAMR	LAMAR ADVERTISING CO CL A	-	Sold	0	$0	No quote	No quote