David Abrams - Abrams Capital Management
As of Q1 2026, David Abrams reported 11 long-equity positions worth $4.64B in aggregate.
Copy-investor backtest
- Latest quarter
- -1.55%
- 1-year
- -16.75%
- 3-year
- +46.74%
- 3-year top 5
- +57.66%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 14 of 18 rows. Rows without a quote are marked unavailable.
| 1 | LAD | LITHIA MTRS INC | 16.47% | - | 2,351,068 | $705.6M | $300.12 | |
| 2 | GOOGL | ALPHABET INC | 9.51% | - | 146,440 | $407.3M | $2781.35 | |
| 3 | CHNG | CHANGE HEALTHCARE INC | 8.64% | - | 16,978,220 | $370.13M | No quote | No quote |
| 4 | TDG | TRANSDIGM GROUP INC | 8.20% | - | 539,305 | $351.38M | $651.54 | |
| 5 | ABG | ASBURY AUTOMOTIVE GROUP INC | 7.92% | - | 2,118,216 | $339.34M | $160.20 | |
| 6 | META | META PLATFORMS INC | 6.25% | - | 1,205,043 | $267.95M | $222.36 | |
| 7 | WTW | WILLIS TOWERS WATSON PLC LTD | 5.89% | - | 1,068,745 | $252.46M | $236.22 | |
| 8 | UHAL | AMERCO | 5.89% | Reduce -5.6% | 422,917 | $252.46M | $596.94 | |
| 9 | ET | ENERGY TRANSFER L P | 5.78% | - | 22,124,322 | $247.57M | $11.19 | |
| 10 | CPNG | COUPANG INC | 5.61% | Add +40.3% | 13,603,071 | $240.5M | $17.68 | |
| 11 | KMI | KINDER MORGAN INC DEL | 5.51% | - | 12,476,200 | $235.93M | $18.91 | |
| 12 | TEVA | TEVA PHARMACEUTICAL INDS LTD | 5.27% | - | 24,046,356 | $225.8M | $9.39 | |
| 13 | CWH | CAMPING WORLD HLDGS INC | 3.33% | - | 5,108,808 | $142.79M | $27.95 | |
| 14 | TPX | TEMPUR SEALY INTL INC | 2.35% | - | 3,600,000 | $100.51M | No quote | No quote |
| 15 | OI | O-I GLASS INC | 2.13% | - | 6,934,144 | $91.39M | No quote | No quote |
| 16 | CTLP | CANTALOUPE INC | 0.49% | Add +47.9% | 3,090,000 | $20.92M | $6.77 | |
| 17 | NUVB | NUVATION BIO INC | 0.47% | - | 3,811,513 | $20.05M | $5.26 | |
| 18 | USCB | USCB FINANCIAL HOLDINGS INC | 0.29% | - | 859,354 | $12.32M | No quote | No quote |