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 19 rows. Rows without a quote are marked unavailable.


1	LAD	LITHIA MTRS INC	16.26%	-	2,351,068	$745.38M	$317.04
2	ABG	ASBURY AUTOMOTIVE GROUP INC	9.09%	-	2,118,216	$416.74M	$196.74
3	META	FACEBOOK INC	8.92%	-	1,205,043	$408.98M	$339.39
4	GOOGL	ALPHABET INC	8.54%	-	146,440	$391.51M	$2673.52
5	UHAL	AMERCO	7.91%	-	561,258	$362.59M	$646.03
6	CHNG	CHANGE HEALTHCARE INC	7.75%	Add +21.8%	16,978,220	$355.52M	No quote	No quote
7	TDG	TRANSDIGM GROUP INC	7.35%	-	539,305	$336.83M	$624.57
8	WTW	WILLIS TOWERS WATSON PLC LTD	5.55%	-	1,094,001	$254.31M	$232.46
9	TEVA	TEVA PHARMACEUTICAL INDS LTD	5.11%	-	24,046,356	$234.21M	$9.74
10	ET	ENERGY TRANSFER L P	4.62%	-	22,124,322	$211.95M	$9.58
11	KMI	KINDER MORGAN INC DEL	4.55%	-	12,476,200	$208.73M	$16.73
12	CWH	CAMPING WORLD HLDGS INC	4.33%	-	5,108,808	$198.58M	$38.87
13	TPX	TEMPUR SEALY INTL INC	3.64%	New	3,600,000	$167.08M	No quote	No quote
14	CPNG	COUPANG INC	2.68%	New	4,414,276	$122.94M	$27.85
15	OI	O-I GLASS INC	2.16%	-	6,934,144	$98.95M	No quote	No quote
16	NUVB	NUVATION BIO INC	0.83%	-	3,811,513	$37.89M	$9.94
17	CTLP	CANTALOUPE INC	0.49%	-	2,090,000	$22.53M	$10.78
18	USCB	U S CENTY BK DORAL FLA	0.23%	New	859,354	$10.48M	No quote	No quote
19	PCG	PG&E CORP	-	Sold	0	$0	No quote	No quote