David Abrams - Abrams Capital Management

As of Q1 2026, David Abrams reported 11 long-equity positions worth $4.64B in aggregate.

Copy-investor backtest

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.

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Filing period

Updated 2026-05-10 from SEC 13F data.

Live quotes available for 13 of 17 rows. Rows without a quote are marked unavailable.


1	LAD	LITHIA MTRS INC	23.33%	Add +1.7%	2,391,188	$706.19M	$295.33
2	ABG	ASBURY AUTOMOTIVE GROUP INC	16.03%	-	2,108,540	$485.11M	$230.07
3	GOOGL	ALPHABET INC	10.04%	-	2,322,340	$303.9M	$130.86
4	META	META PLATFORMS INC	9.21%	Reduce -18.4%	928,474	$278.74M	$300.21
5	ET	ENERGY TRANSFER L P	8.27%	-	17,834,322	$250.22M	$14.03
6	CPNG	COUPANG INC	7.31%	-	13,017,964	$221.31M	$17.00
7	UHAL-B	U HAUL HOLDING COMPANY	6.34%	-	3,663,243	$191.92M	$52.39
8	WTW	WILLIS TOWERS WATSON PLC LTD	5.57%	-	806,836	$168.6M	$208.96
9	TPX	TEMPUR SEALY INTL INC	5.16%	-	3,600,000	$156.02M	No quote	No quote
10	CWH	CAMPING WORLD HLDGS INC	3.45%	-	5,108,808	$104.27M	$20.41
11	TEVA	TEVA PHARMACEUTICAL INDS LTD	2.68%	-	7,966,433	$81.26M	$10.20
12	CTLP	CANTALOUPE INC	1.48%	-	7,180,000	$44.88M	$6.25
13	UHAL	U HAUL HOLDING COMPANY	0.73%	-	407,027	$22.21M	$54.57
14	USCB	USCB FINANCIAL HOLDINGS INC	0.23%	-	649,085	$6.82M	No quote	No quote
15	NUVB	NUVATION BIO INC	0.17%	-	3,811,513	$5.11M	$1.34
17	TDG	TRANSDIGM GROUP INC	-	Sold	0	$0	No quote	No quote
16	HZNP	HORIZON THERAPEUTICS PUB L	-	Sold	0	$0	No quote	No quote