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 15 of 23 rows. Rows without a quote are marked unavailable.
| 1 | PCG | PG&E CORP | 8.85% | - | 25,000,000 | $224.75M | $8.99 | |
| 2 | AGN | ALLERGAN PLC | 8.63% | - | 1,238,000 | $219.25M | No quote | No quote |
| 3 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 8.50% | - | 24,046,356 | $215.94M | $8.98 | |
| 4 | META | FACEBOOK INC | 7.91% | Add +18.2% | 1,205,043 | $201M | $166.80 | |
| 5 | WTW | WILLIS TOWERS WATSON PLC LTD | 7.31% | - | 1,094,001 | $185.82M | $169.85 | |
| 6 | LAD | LITHIA MTRS INC | 7.17% | - | 2,226,068 | $182.07M | $81.79 | |
| 7 | TDG | TRANSDIGM GROUP INC | 6.80% | New | 539,305 | $172.68M | $320.19 | |
| 8 | GOOGL | ALPHABET INC | 6.70% | Add +21.0% | 146,440 | $170.16M | $1161.95 | |
| 9 | UHAL | AMERCO | 6.42% | - | 561,258 | $163.07M | $290.55 | |
| 10 | BEN | FRANKLIN RESOURCES INC | 6.38% | - | 9,717,841 | $162.19M | $16.69 | |
| 11 | KMI | KINDER MORGAN INC DEL | 5.37% | Add +15.0% | 9,806,258 | $136.5M | $13.92 | |
| 12 | ABG | ASBURY AUTOMOTIVE GROUP INC | 4.60% | Add +11.3% | 2,118,216 | $116.99M | $55.23 | |
| 13 | BMYRT | BRISTOL-MYERS SQUIBB CO | 3.47% | - | 23,202,869 | $88.17M | No quote | No quote |
| 14 | ET | ENERGY TRANSFER LP | 2.45% | New | 13,527,492 | $62.23M | $4.60 | |
| 15 | OI | O-I GLASS INC | 1.94% | Add +42.3% | 6,934,144 | $49.3M | No quote | No quote |
| 16 | AKBA | AKEBIA THERAPEUTICS INC | 1.69% | - | 5,656,462 | $42.88M | No quote | No quote |
| 17 | TMDX | TRANSMEDICS GROUP INC | 1.66% | - | 3,499,859 | $42.28M | $12.08 | |
| 18 | SPH | SUBURBAN PROPANE PARTNERS L | 1.48% | Reduce -10.7% | 2,667,512 | $37.72M | No quote | No quote |
| 19 | CWH | CAMPING WORLD HLDGS INC | 1.37% | - | 6,108,808 | $34.76M | $5.69 | |
| 20 | SCU | SCULPTOR CAP MGMT | 1.10% | - | 2,058,860 | $27.88M | No quote | No quote |
| 21 | PACDD | PACIFIC DRILLING SA LUXEMBOU | 0.13% | - | 7,414,537 | $3.19M | No quote | No quote |
| 22 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.08% | - | 3,354,390 | $2.15M | $0.64 | |
| 23 | ORLY | O REILLY AUTOMOTIVE INC NEW | - | Sold | 0 | $0 | No quote | No quote |