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 14 of 20 rows. Rows without a quote are marked unavailable.
| 1 | CELG | CELGENE CORP | 16.96% | - | 6,752,869 | $624.24M | No quote | No quote |
| 2 | PCG | PG&E CORP | 15.56% | - | 25,000,000 | $573M | $22.92 | No quote |
| 3 | BEN | FRANKLIN RES INC | 9.24% | - | 9,772,486 | $340.08M | $34.80 | No quote |
| 4 | LAD | LITHIA MTRS INC | 7.42% | - | 2,300,000 | $273.19M | $118.78 | No quote |
| 5 | WTW | WILLIS TOWERS WATSON PUB LTD | 5.77% | - | 1,109,811 | $212.57M | $191.54 | No quote |
| 6 | UHAL | AMERCO | 5.77% | - | 561,258 | $212.46M | $378.55 | No quote |
| 7 | META | FACEBOOK INC | 5.37% | - | 1,024,723 | $197.77M | $193.00 | No quote |
| 8 | ORLY | O REILLY AUTOMOTIVE INC NEW | 5.36% | Reduce -28.6% | 533,886 | $197.18M | $369.32 | No quote |
| 9 | KMI | KINDER MORGAN INC DEL | 4.84% | - | 8,529,816 | $178.1M | $20.88 | No quote |
| 10 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 4.52% | - | 18,046,356 | $166.57M | $9.23 | No quote |
| 11 | ABG | ASBURY AUTOMOTIVE GROUP INC | 4.36% | - | 1,902,528 | $160.46M | $84.34 | No quote |
| 12 | GOOGL | ALPHABET INC | 3.65% | - | 124,117 | $134.39M | $1082.80 | No quote |
| 13 | PACDD | PACIFIC DRILLING SA LUXEMBOU | 2.54% | - | 7,414,537 | $93.42M | No quote | No quote |
| 14 | TMDX | TRANSMEDICS GROUP INC | 2.39% | New | 3,499,859 | $87.82M | $25.09 | No quote |
| 15 | SPH | SUBURBAN PROPANE PARTNERS L | 1.97% | - | 2,988,346 | $72.59M | No quote | No quote |
| 16 | CWH | CAMPING WORLD HLDGS INC | 1.72% | Add +29.5% | 5,108,808 | $63.45M | $12.42 | No quote |
| 17 | OZM | OCH ZIFF CPTL MANGEMNT GRP I | 1.39% | - | 2,223,860 | $51.06M | No quote | No quote |
| 18 | AKBA | AKEBIA THERAPEUTICS INC | 0.74% | - | 5,656,462 | $27.38M | No quote | No quote |
| 19 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.43% | - | 3,354,390 | $15.83M | $4.72 | No quote |
| 20 | BNED | BARNES & NOBLE ED INC | - | Sold | 0 | $0 | No quote | No quote |