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Focused investors/David Abrams

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 17 rows. Rows without a quote are marked unavailable.

1WUWESTERN UN CO22.33%-21,608,707$449.89M$20.82No quote
2MSFTMICROSOFT CORP14.24%-4,980,000$286.85M$57.60No quote
3BENFRANKLIN RES INC14.03%-7,945,023$282.6M$35.57No quote
4MFSMANITOWOC FOODSERVICE INC9.06%-11,255,323$182.56MNo quoteNo quote
5NSAMNORTHSTAR ASSET MGMT GROUP I7.00%-10,908,145$141.04MNo quoteNo quote
6WFCWELLS FARGO & CO NEW6.09%-2,770,000$122.66M$44.28No quote
7BKSBARNES & NOBLE INC5.84%Add +0.0%10,418,775$117.73MNo quoteNo quote
8BNEDBARNES & NOBLE ED INC4.17%-8,771,492$83.94MNo quoteNo quote
9OZMOCH ZIFF CAP MGMT GROUP3.67%Add +10.8%17,040,650$73.96MNo quoteNo quote
10VIPVIMPELCOM LTD3.24%-18,770,950$65.32MNo quoteNo quote
11NRFNORTHSTAR RLTY FIN CORP2.14%-3,279,651$43.19MNo quoteNo quote
12ENTGLOBAL EAGLE ENTMT INC2.06%-5,000,000$41.55MNo quoteNo quote
13OPBOPUS BK IRVINE CALIF1.85%-1,052,433$37.23MNo quoteNo quote
14MGIMONEYGRAM INTL INC1.81%-5,130,000$36.42MNo quoteNo quote
15KERXKERYX BIOPHARMACEUTICALS INC1.51%-5,719,176$30.37MNo quoteNo quote
16CCOCLEAR CHANNEL OUTDOOR HLDGS0.97%-3,354,390$19.59M$5.84No quote
17TICCTICC CAPITAL CORP-Sold0$0No quoteNo quote