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 22 rows. Rows without a quote are marked unavailable.
| 1 | LAD | LITHIA MTRS INC | 10.89% | - | 2,226,068 | $336.87M | $151.33 | |
| 2 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 9.58% | - | 24,046,356 | $296.49M | $12.33 | |
| 3 | META | FACEBOOK INC | 8.84% | - | 1,205,043 | $273.63M | $227.07 | |
| 4 | TDG | TRANSDIGM GROUP INC | 7.70% | - | 539,305 | $238.4M | $442.05 | |
| 5 | PCG | PG&E CORP | 7.17% | - | 25,000,000 | $221.75M | $8.87 | |
| 6 | WTW | WILLIS TOWERS WATSON PLC LTD | 6.96% | - | 1,094,001 | $215.46M | $196.95 | |
| 7 | GOOGL | ALPHABET INC | 6.71% | - | 146,440 | $207.66M | $1418.05 | |
| 8 | BEN | FRANKLIN RESOURCES INC | 6.59% | - | 9,717,841 | $203.78M | $20.97 | |
| 9 | KMI | KINDER MORGAN INC DEL | 6.12% | Add +27.2% | 12,476,200 | $189.26M | $15.17 | |
| 10 | UHAL | AMERCO | 5.48% | - | 561,258 | $169.61M | $302.19 | |
| 11 | CWH | CAMPING WORLD HLDGS INC | 5.36% | - | 6,108,808 | $165.92M | $27.16 | |
| 12 | ABG | ASBURY AUTOMOTIVE GROUP INC | 5.29% | - | 2,118,216 | $163.8M | $77.33 | |
| 13 | ET | ENERGY TRANSFER LP | 3.11% | - | 13,527,492 | $96.32M | $7.12 | |
| 14 | BMYRT | BRISTOL-MYERS SQUIBB CO | 2.68% | - | 23,202,869 | $83.07M | No quote | No quote |
| 15 | AKBA | AKEBIA THERAPEUTICS INC | 2.48% | - | 5,656,462 | $76.82M | No quote | No quote |
| 16 | TMDX | TRANSMEDICS GROUP INC | 2.03% | - | 3,499,859 | $62.72M | $17.92 | |
| 17 | OI | O-I GLASS INC | 2.01% | - | 6,934,144 | $62.27M | No quote | No quote |
| 18 | SCU | SCULPTOR CAP MGMT | 0.86% | - | 2,058,860 | $26.62M | No quote | No quote |
| 19 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.11% | - | 3,354,390 | $3.49M | $1.04 | |
| 20 | PACDD | PACIFIC DRILLING SA LUXEMBOU | 0.01% | Reduce -94.5% | 406,076 | $201K | No quote | No quote |
| 22 | SPH | SUBURBAN PROPANE PARTNERS L | - | Sold | 0 | $0 | No quote | No quote |
| 21 | AGN | ALLERGAN PLC | - | Sold | 0 | $0 | No quote | No quote |