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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 14 of 17 rows. Rows without a quote are marked unavailable.


1	LAD	LITHIA MTRS INC	17.96%	-	2,351,068	$807.92M	$343.64
2	META	FACEBOOK INC	9.31%	-	1,205,043	$419.01M	$347.71
3	ABG	ASBURY AUTOMOTIVE GROUP INC	8.07%	-	2,118,216	$363M	$171.37
4	GOOGL	ALPHABET INC	7.95%	-	146,440	$357.58M	$2441.79
5	TDG	TRANSDIGM GROUP INC	7.76%	-	539,305	$349.09M	$647.29
6	UHAL	AMERCO	7.35%	-	561,258	$330.81M	$589.40
7	CHNG	CHANGE HEALTHCARE INC	7.14%	Add +12.4%	13,943,869	$321.27M	No quote	No quote
8	WTW	WILLIS TOWERS WATSON PLC LTD	5.59%	-	1,094,001	$251.64M	$230.02
9	TEVA	TEVA PHARMACEUTICAL INDS LTD	5.29%	-	24,046,356	$238.06M	$9.90
10	ET	ENERGY TRANSFER L P	5.23%	-	22,124,322	$235.18M	$10.63
11	KMI	KINDER MORGAN INC DEL	5.06%	-	12,476,200	$227.44M	$18.23
12	PCG	PG&E CORP	4.79%	Reduce -6.9%	21,177,838	$215.38M	$10.17
13	CWH	CAMPING WORLD HLDGS INC	4.65%	-	5,108,808	$209.41M	$40.99
14	OI	O-I GLASS INC	2.52%	-	6,934,144	$113.24M	No quote	No quote
15	NUVB	NUVATION BIO INC	0.79%	-	3,811,513	$35.49M	$9.31
16	CTLP	CANTALOUPE INC	0.55%	New	2,090,000	$24.79M	$11.86
17	USAT	USA TECHNOLOGIES INC	-	Sold	0	$0	No quote	No quote