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 13 of 24 rows. Rows without a quote are marked unavailable.
| 1 | BEN | FRANKLIN RES INC | 12.30% | Add +0.9% | 10,037,706 | $297.72M | $29.66 | No quote |
| 2 | ORLY | O REILLY AUTOMOTIVE INC NEW | 12.24% | Reduce -2.6% | 859,981 | $296.12M | $344.33 | No quote |
| 3 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 11.80% | Reduce -5.1% | 18,522,372 | $285.62M | $15.42 | No quote |
| 4 | UHAL | AMERCO | 7.81% | - | 576,045 | $189.01M | $328.11 | No quote |
| 5 | WU | WESTERN UN CO | 7.36% | Reduce -50.7% | 10,434,763 | $178.02M | $17.06 | No quote |
| 6 | LAD | LITHIA MTRS INC | 7.25% | Add +15.0% | 2,300,000 | $175.56M | $76.33 | No quote |
| 7 | WTW | WILLIS TOWERS WATSON PUB LTD | 6.96% | Reduce -6.2% | 1,109,811 | $168.54M | $151.86 | No quote |
| 8 | KMI | KINDER MORGAN INC DEL | 5.57% | - | 8,761,405 | $134.75M | $15.38 | No quote |
| 9 | META | FACEBOOK INC | 5.42% | New | 999,649 | $131.04M | $131.09 | No quote |
| 10 | GOOGL | ALPHABET INC | 5.36% | - | 124,117 | $129.7M | $1044.96 | No quote |
| 11 | ABG | ASBURY AUTOMOTIVE GROUP INC | 5.24% | Add +20.0% | 1,902,528 | $126.82M | $66.66 | No quote |
| 12 | PACDD | PACIFIC DRILLING SA LUXEMBOU | 4.09% | New | 7,414,537 | $98.98M | No quote | No quote |
| 13 | SPH | SUBURBAN PROPANE PARTNERS L | 2.38% | - | 2,988,346 | $57.59M | No quote | No quote |
| 14 | CWH | CAMPING WORLD HLDGS INC | 1.83% | Add +65.8% | 3,858,808 | $44.26M | $11.47 | No quote |
| 15 | AKBA | AKEBIA THERAPEUTICS INC | 1.29% | Add +405.4% | 5,656,462 | $31.28M | No quote | No quote |
| 16 | BNED | BARNES & NOBLE ED INC | 0.97% | - | 5,872,465 | $23.55M | No quote | No quote |
| 17 | OZM | OCH ZIFF CAP MGMT GROUP | 0.85% | - | 22,238,592 | $20.46M | No quote | No quote |
| 18 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.72% | - | 3,354,390 | $17.41M | $5.19 | No quote |
| 19 | ENT | GLOBAL EAGLE ENTMT INC | 0.56% | Reduce -7.0% | 6,069,147 | $13.53M | No quote | No quote |
| 24 | SHPG | SHIRE PLC | - | Sold | 0 | $0 | No quote | No quote |
| 23 | KERX | KERYX BIOPHARMACEUTICALS INC | - | Sold | 0 | $0 | No quote | No quote |
| 22 | ESRX | EXPRESS SCRIPTS HLDG CO | - | Sold | 0 | $0 | No quote | No quote |
| 21 | AABA | ALTABA INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | AET | AETNA INC NEW | - | Sold | 0 | $0 | No quote | No quote |