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 21 rows. Rows without a quote are marked unavailable.
| 1 | CELG | CELGENE CORP | 17.89% | New | 6,752,869 | $637.07M | No quote | No quote |
| 2 | PCG | PG&E CORP | 12.50% | New | 25,000,000 | $445M | $17.80 | No quote |
| 3 | BEN | FRANKLIN RES INC | 9.10% | Reduce -2.6% | 9,772,486 | $323.86M | $33.14 | No quote |
| 4 | ORLY | O REILLY AUTOMOTIVE INC NEW | 8.16% | Reduce -13.0% | 748,124 | $290.5M | $388.30 | No quote |
| 5 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 7.95% | Reduce -2.6% | 18,046,356 | $282.97M | $15.68 | No quote |
| 6 | LAD | LITHIA MTRS INC | 5.99% | - | 2,300,000 | $213.33M | $92.75 | No quote |
| 7 | UHAL | AMERCO | 5.86% | Reduce -2.6% | 561,258 | $208.51M | $371.51 | No quote |
| 8 | WTW | WILLIS TOWERS WATSON PUB LTD | 5.47% | - | 1,109,811 | $194.94M | $175.65 | No quote |
| 9 | META | FACEBOOK INC | 4.80% | Add +2.5% | 1,024,723 | $170.81M | $166.69 | No quote |
| 10 | KMI | KINDER MORGAN INC DEL | 4.79% | Reduce -2.6% | 8,529,816 | $170.68M | $20.01 | No quote |
| 11 | GOOGL | ALPHABET INC | 4.10% | - | 124,117 | $146.07M | $1176.89 | No quote |
| 12 | ABG | ASBURY AUTOMOTIVE GROUP INC | 3.71% | - | 1,902,528 | $131.96M | $69.36 | No quote |
| 13 | PACDD | PACIFIC DRILLING SA LUXEMBOU | 2.94% | - | 7,414,537 | $104.51M | No quote | No quote |
| 14 | SPH | SUBURBAN PROPANE PARTNERS L | 1.88% | - | 2,988,346 | $66.97M | No quote | No quote |
| 15 | CWH | CAMPING WORLD HLDGS INC | 1.54% | Add +2.2% | 3,945,362 | $54.88M | $13.91 | No quote |
| 16 | AKBA | AKEBIA THERAPEUTICS INC | 1.30% | - | 5,656,462 | $46.33M | No quote | No quote |
| 17 | OZM | OCH ZIFF CAP MGMT GROUP | 1.02% | Reduce -90.0% | 2,223,860 | $36.49M | No quote | No quote |
| 18 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.50% | - | 3,354,390 | $17.95M | $5.35 | No quote |
| 19 | BNED | BARNES & NOBLE ED INC | 0.50% | Reduce -27.4% | 4,260,401 | $17.89M | No quote | No quote |
| 21 | WU | WESTERN UN CO | - | Sold | 0 | $0 | No quote | No quote |
| 20 | ENT | GLOBAL EAGLE ENTMT INC | - | Sold | 0 | $0 | No quote | No quote |