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 20 rows. Rows without a quote are marked unavailable.
| 1 | LAD | LITHIA MTRS INC | 16.04% | - | 2,226,068 | $507.41M | $227.94 | |
| 2 | META | FACEBOOK INC | 9.98% | - | 1,205,043 | $315.6M | $261.90 | |
| 3 | TDG | TRANSDIGM GROUP INC | 8.10% | - | 539,305 | $256.24M | $475.12 | |
| 4 | PCG | PG&E CORP | 7.42% | - | 25,000,000 | $234.75M | $9.39 | |
| 5 | WTW | WILLIS TOWERS WATSON PLC LTD | 7.22% | - | 1,094,001 | $228.45M | $208.82 | |
| 6 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 6.85% | - | 24,046,356 | $216.66M | $9.01 | |
| 7 | GOOGL | ALPHABET INC | 6.78% | - | 146,440 | $214.62M | $1465.60 | |
| 8 | ABG | ASBURY AUTOMOTIVE GROUP INC | 6.52% | - | 2,118,216 | $206.42M | $97.45 | |
| 9 | UHAL | AMERCO | 6.32% | - | 561,258 | $199.8M | $355.98 | |
| 10 | BEN | FRANKLIN RESOURCES INC | 5.28% | Reduce -15.6% | 8,203,848 | $166.95M | $20.35 | |
| 11 | KMI | KINDER MORGAN INC DEL | 4.86% | - | 12,476,200 | $153.83M | $12.33 | |
| 12 | CWH | CAMPING WORLD HLDGS INC | 4.80% | Reduce -16.4% | 5,108,808 | $151.99M | $29.75 | |
| 13 | ET | ENERGY TRANSFER LP | 3.79% | Add +63.5% | 22,124,322 | $119.91M | $5.42 | |
| 14 | OI | O-I GLASS INC | 2.32% | - | 6,934,144 | $73.43M | No quote | No quote |
| 15 | TMDX | TRANSMEDICS GROUP INC | 1.52% | - | 3,499,859 | $48.23M | $13.78 | |
| 16 | BMYRT | BRISTOL-MYERS SQUIBB CO | 1.05% | Reduce -36.2% | 14,800,355 | $33.3M | No quote | No quote |
| 17 | SCU | SCULPTOR CAP MGMT | 0.59% | Reduce -22.7% | 1,591,174 | $18.68M | No quote | No quote |
| 18 | AKBA | AKEBIA THERAPEUTICS INC | 0.45% | - | 5,656,462 | $14.2M | No quote | No quote |
| 19 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.11% | - | 3,354,390 | $3.35M | $1.00 | |
| 20 | PACDD | PACIFIC DRILLING SA LUXEMBOU | - | Sold | 0 | $0 | No quote | No quote |