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 7 of 17 rows. Rows without a quote are marked unavailable.


1	WU	WESTERN UN CO	26.24%	Add +23.4%	21,427,477	$371.55M	$17.34	No quote
2	AIG	AMERICAN INTL GROUP INC	18.29%	-	4,745,040	$258.98M	$54.58	No quote
3	WFC	WELLS FARGO & CO NEW	10.28%	-	2,770,000	$145.59M	$52.56	No quote
4	MSFT	MICROSOFT CORP	10.07%	-	3,420,000	$142.61M	$41.70	No quote
5	CST	CST BRANDS INC	7.31%	-	3,000,000	$103.5M	No quote	No quote
6	BKS	BARNES & NOBLE INC	6.62%	Add +94.5%	4,114,389	$93.77M	No quote	No quote
7	NAVI	NAVIENT CORP	6.47%	New	5,170,518	$91.57M	$17.71	No quote
8	OPB	OPUS BK IRVINE CALIF	4.39%	New	2,270,265	$62.11M	No quote	No quote
9	ENT	GLOBAL EAGLE ENTMT INC	3.80%	Add +44.8%	4,342,536	$53.85M	No quote	No quote
10	RYN	RAYONIER INC	2.31%	New	920,710	$32.73M	$35.55	No quote
11	CCO	CLEAR CHANNEL OUTDOOR HLDGS	1.94%	-	3,354,390	$27.44M	$8.18	No quote
12	GTIV	GENTIVA HEALTH SERVICES INC	1.04%	New	975,170	$14.69M	No quote	No quote
13	JCP	PENNEY J C INC	0.96%	-	1,500,000	$13.58M	No quote	No quote
14	RBSPRR	ROYAL BK SCOTLAND GROUP PLCPREF	0.19%	-	115,305	$2.72M	No quote	No quote
15	RBSPRP	ROYAL BK SCOTLAND GROUP PLC	0.10%	-	57,380	$1.36M	No quote	No quote
17	WAIR	WESCO AIRCRAFT HLDGS INC	-	Sold	0	$0	No quote	No quote
16	SLM	SLM CORP	-	Sold	0	$0	No quote	No quote