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 19 rows. Rows without a quote are marked unavailable.
| 1 | LAD | LITHIA MTRS INC | 19.41% | Add +5.6% | 2,351,068 | $688.09M | $292.67 | |
| 2 | TDG | TRANSDIGM GROUP INC | 9.41% | - | 539,305 | $333.75M | $618.85 | |
| 3 | META | FACEBOOK INC | 9.28% | - | 1,205,043 | $329.17M | $273.16 | |
| 4 | ABG | ASBURY AUTOMOTIVE GROUP INC | 8.71% | - | 2,118,216 | $308.71M | $145.74 | |
| 5 | PCG | PG&E CORP | 8.15% | Reduce -7.2% | 23,195,008 | $289.01M | $12.46 | |
| 6 | GOOGL | ALPHABET INC | 7.24% | - | 146,440 | $256.66M | $1752.64 | |
| 7 | UHAL | AMERCO | 7.19% | - | 561,258 | $254.79M | $453.96 | |
| 8 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 6.54% | - | 24,046,356 | $232.05M | $9.65 | |
| 9 | WTW | WILLIS TOWERS WATSON PLC LTD | 6.50% | - | 1,094,001 | $230.48M | $210.68 | |
| 10 | KMI | KINDER MORGAN INC DEL | 4.81% | - | 12,476,200 | $170.55M | $13.67 | |
| 11 | ET | ENERGY TRANSFER LP | 3.86% | - | 22,124,322 | $136.73M | $6.18 | |
| 12 | CWH | CAMPING WORLD HLDGS INC | 3.75% | - | 5,108,808 | $133.08M | $26.05 | |
| 13 | OI | O-I GLASS INC | 2.33% | - | 6,934,144 | $82.52M | No quote | No quote |
| 14 | TMDX | TRANSMEDICS GROUP INC | 1.96% | - | 3,499,859 | $69.65M | $19.90 | |
| 15 | BMYRT | BRISTOL-MYERS SQUIBB CO | 0.48% | Add +67.6% | 24,800,355 | $17.12M | No quote | No quote |
| 16 | SCU | SCULPTOR CAP MGMT | 0.22% | Reduce -67.2% | 521,991 | $7.93M | No quote | No quote |
| 17 | CCO | CLEAR CHANNEL OUTDOOR HLDGS | 0.16% | - | 3,354,390 | $5.54M | $1.65 | |
| 19 | BEN | FRANKLIN RESOURCES INC | - | Sold | 0 | $0 | No quote | No quote |
| 18 | AKBA | AKEBIA THERAPEUTICS INC | - | Sold | 0 | $0 | No quote | No quote |