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 23 rows. Rows without a quote are marked unavailable.
| 1 | LAD | LITHIA MTRS INC | 10.17% | Reduce -3.2% | 2,226,068 | $327.23M | $147.00 | No quote |
| 2 | PCG | PG&E CORP | 8.44% | - | 25,000,000 | $271.75M | $10.87 | No quote |
| 3 | BEN | FRANKLIN RES INC | 7.84% | Reduce -0.6% | 9,717,841 | $252.47M | $25.98 | No quote |
| 4 | AGN | ALLERGAN PLC | 7.35% | New | 1,238,000 | $236.67M | No quote | No quote |
| 5 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 7.32% | - | 24,046,356 | $235.65M | $9.80 | No quote |
| 6 | ORLY | O REILLY AUTOMOTIVE INC NEW | 7.07% | Reduce -2.7% | 519,476 | $227.67M | $438.26 | No quote |
| 7 | WTW | WILLIS TOWERS WATSON PUB LTD | 6.86% | Reduce -1.4% | 1,094,001 | $220.92M | $201.94 | No quote |
| 8 | ABG | ASBURY AUTOMOTIVE GROUP INC | 6.61% | - | 1,902,528 | $212.68M | $111.79 | No quote |
| 9 | UHAL | AMERCO | 6.55% | - | 561,258 | $210.93M | $375.82 | No quote |
| 10 | META | FACEBOOK INC | 6.50% | Reduce -0.5% | 1,019,712 | $209.3M | $205.25 | No quote |
| 11 | KMI | KINDER MORGAN INC DEL | 5.61% | - | 8,529,816 | $180.58M | $21.17 | No quote |
| 12 | GOOGL | ALPHABET INC | 5.04% | Reduce -2.5% | 121,019 | $162.09M | $1339.39 | No quote |
| 13 | CWH | CAMPING WORLD HLDGS INC | 2.80% | Add +11.9% | 6,108,808 | $90.04M | $14.74 | No quote |
| 14 | BMYRT | BRISTOL MYERS SQUIBB CO | 2.17% | New | 23,202,869 | $69.84M | No quote | No quote |
| 15 | TMDX | TRANSMEDICS GROUP INC | 2.07% | - | 3,499,859 | $66.53M | $19.01 | No quote |
| 16 | SPH | SUBURBAN PROPANE PARTNERS L | 2.03% | - | 2,988,346 | $65.3M | No quote | No quote |
| 17 | OI | O-I GLASS INC | 1.81% | New | 4,873,968 | $58.15M | No quote | No quote |
| 18 | SCU | SCULPTOR CAP MGMT | 1.41% | Reduce -7.4% | 2,058,860 | $45.5M | No quote | No quote |
| 19 | AKBA | AKEBIA THERAPEUTICS INC | 1.11% | - | 5,656,462 | $35.75M | No quote | No quote |
| 20 | PACDD | PACIFIC DRILLING SA LUXEMBOU | 0.94% | - | 7,414,537 | $30.25M | No quote | No quote |
| 21 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.30% | - | 3,354,390 | $9.59M | $2.86 | No quote |
| 23 | CELG | CELGENE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 22 | AABA | ALTABA INC | - | Sold | 0 | $0 | No quote | No quote |