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Focused investors/David Abrams

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 2026-05-11 from SEC 13F data.

Live quotes available for 14 of 16 rows. Rows without a quote are marked unavailable.

1LADLITHIA MTRS INC17.02%-2,351,068$538.23M$228.9352w: $180.00 - $322.17; reported $228.93
2METAMETA PLATFORMS INC14.42%Reduce -1.1%2,151,858$456.06M$211.9452w: $88.09 - $236.86; reported $211.94
3ABGASBURY AUTOMOTIVE GROUP INC14.00%Reduce -0.5%2,108,540$442.79M$210.0052w: $138.88 - $253.67; reported $210.00
4TDGTRANSDIGM GROUP INC8.54%-366,187$269.9M$737.0552w: $499.63 - $772.01; reported $737.05
5GOOGLALPHABET INC7.68%-2,339,440$242.67M$103.7352w: $83.34 - $143.71; reported $103.73
6ETENERGY TRANSFER L P7.03%-17,834,322$222.39M$12.4752w: $9.15 - $13.67; reported $12.47
7CPNGCOUPANG INC6.80%-13,439,964$215.04M$16.0052w: $8.98 - $21.38; reported $16.00
8UHAL-BU HAUL HOLDING COMPANY6.01%-3,663,243$189.94M$51.8552w: $47.22 - $68.29; reported $51.85
9WTWWILLIS TOWERS WATSON PLC LTD5.93%-806,836$187.49M$232.3852w: $187.89 - $258.93; reported $232.38
10TPXTEMPUR SEALY INTL INC4.50%-3,600,000$142.16MNo quoteNo quote
11CWHCAMPING WORLD HLDGS INC3.37%-5,108,808$106.62M$20.8752w: $18.69 - $33.99; reported $20.87
12TEVATEVA PHARMACEUTICAL INDS LTD2.23%Reduce -50.0%7,966,433$70.5M$8.8552w: $6.78 - $11.45; reported $8.85
13CTLPCANTALOUPE INC1.29%Add +132.4%7,180,000$40.93M$5.7052w: $2.77 - $7.02; reported $5.70
14UHALU HAUL HOLDING COMPANY0.77%-407,027$24.28M$59.6552w: $44.79 - $70.57; reported $59.65
15USCBUSCB FINANCIAL HOLDINGS INC0.20%-649,085$6.42MNo quoteNo quote
16NUVBNUVATION BIO INC0.20%-3,811,513$6.33M$1.6652w: $1.54 - $6.02; reported $1.66