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 11 of 22 rows. Rows without a quote are marked unavailable.
| 1 | WU | WESTERN UN CO | 13.03% | - | 21,608,707 | $415.54M | $19.23 | No quote |
| 2 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 10.58% | - | 19,743,123 | $337.41M | $17.09 | No quote |
| 3 | TWX | TIME WARNER INC | 9.92% | Add +12.3% | 3,346,103 | $316.47M | No quote | No quote |
| 4 | AABA | ALTABA INC | 9.09% | - | 3,914,805 | $289.85M | No quote | No quote |
| 5 | BEN | FRANKLIN RES INC | 8.64% | - | 7,945,023 | $275.53M | $34.68 | No quote |
| 6 | AET | AETNA INC NEW | 7.31% | New | 1,380,000 | $233.22M | No quote | No quote |
| 7 | ORLY | O REILLY AUTOMOTIVE INC NEW | 6.85% | - | 883,194 | $218.49M | $247.38 | No quote |
| 8 | WTW | WILLIS TOWERS WATSON PUB LTD | 5.65% | - | 1,183,287 | $180.08M | $152.19 | No quote |
| 9 | PCG | PG&E CORP | 5.39% | Add +20.4% | 3,911,357 | $171.83M | $43.93 | No quote |
| 10 | UHAL | AMERCO | 5.32% | Add +24.7% | 492,044 | $169.8M | $345.10 | No quote |
| 11 | QCP | QUALITY CARE PPTYS INC | 4.26% | Add +37.9% | 7,000,000 | $136.01M | No quote | No quote |
| 12 | KMI | KINDER MORGAN INC DEL | 4.00% | New | 8,472,622 | $127.6M | $15.06 | No quote |
| 13 | ABG | ASBURY AUTOMOTIVE GROUP INC | 2.30% | - | 1,085,091 | $73.24M | $67.50 | No quote |
| 14 | OZM | OCH ZIFF CAP MGMT GROUP | 1.86% | - | 22,238,592 | $59.38M | No quote | No quote |
| 15 | SPH | SUBURBAN PROPANE PARTNERS L | 1.37% | Add +31.9% | 1,988,346 | $43.76M | No quote | No quote |
| 16 | BNED | BARNES & NOBLE ED INC | 1.32% | Reduce -6.5% | 6,113,875 | $42.13M | No quote | No quote |
| 17 | KERX | KERYX BIOPHARMACEUTICALS INC | 1.25% | - | 9,719,176 | $39.75M | No quote | No quote |
| 18 | GPI | GROUP 1 AUTOMOTIVE INC | 1.03% | Add +99.8% | 500,471 | $32.7M | $65.34 | No quote |
| 19 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.52% | - | 3,354,390 | $16.44M | $4.90 | No quote |
| 20 | ENT | GLOBAL EAGLE ENTMT INC | 0.32% | - | 7,000,000 | $10.29M | No quote | No quote |
| 22 | WFC | WELLS FARGO CO NEW | - | Sold | 0 | $0 | No quote | No quote |
| 21 | CLNS | COLONY NORTHSTAR INC | - | Sold | 0 | $0 | No quote | No quote |