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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 6 of 20 rows. Rows without a quote are marked unavailable.

1WUWESTERN UN CO16.36%-21,608,707$411.65M$19.05No quote
2BENFRANKLIN RES INC14.15%-7,945,023$355.86M$44.79No quote
3TWXTIME WARNER INC12.17%-3,050,000$306.25MNo quoteNo quote
4AABAALTABA INC8.48%New3,914,805$213.28MNo quoteNo quote
5WFCWELLS FARGO CO NEW7.36%-3,342,343$185.2M$55.41No quote
6WTWWILLIS TOWERS WATSON PUB LTD6.84%-1,183,287$172.12M$145.46No quote
7UHALAMERCO5.74%Add +46.3%394,610$144.45M$366.06No quote
8CLNSCOLONY NORTHSTAR INC5.28%Reduce -13.7%9,419,457$132.72MNo quoteNo quote
9WBTWELBILT INC4.47%Reduce -20.9%5,967,907$112.5MNo quoteNo quote
10BNEDBARNES & NOBLE ED INC3.71%-8,771,492$93.24MNo quoteNo quote
11QCPQUALITY CARE PPTYS INC3.64%-5,000,000$91.55MNo quoteNo quote
12CARSCARS COM INC2.65%New2,500,000$66.58MNo quoteNo quote
13OZMOCH ZIFF CAP MGMT GROUP2.26%-22,238,592$56.93MNo quoteNo quote
14VEONVEON LTD2.18%Reduce -25.1%14,055,481$54.96MNo quoteNo quote
15KERXKERYX BIOPHARMACEUTICALS INC1.64%-5,719,176$41.35MNo quoteNo quote
16BKSBARNES & NOBLE INC1.06%Reduce -66.3%3,508,735$26.67MNo quoteNo quote
17ENTGLOBAL EAGLE ENTMT INC0.99%Add +19.0%7,000,000$24.92MNo quoteNo quote
18CCOCLEAR CHANNEL OUTDOOR HLDGS0.65%-3,354,390$16.27M$4.85No quote
19SPHSUBURBAN PROPANE PARTNERS L0.37%New388,969$9.25MNo quoteNo quote
20MSFTMICROSOFT CORP-Sold0$0No quoteNo quote