David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, the Abrams Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 14, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2018, the filing reported:
New Buys - Kinder Morgan, Inc.
Increases - Group 1 Automotive, Inc., Pacific Gas & Electric Co., Suburban Propane Partners, L.P., U-Haul Holding Company
Reductions - None reported
Complete Exits - Wells Fargo & Company
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2018
|
GPI
Group 1 Automotive, Inc.
|
Buy |
+250,000
|
|
Q1 2018
|
KMI
Kinder Morgan, Inc.
|
Buy - Position Entry |
+8,472,622
|
|
Q1 2018
|
PCG
Pacific Gas & Electric Co.
|
Buy |
+661,357
|
|
Q1 2018
|
SPH
Suburban Propane Partners, L.P.
|
Buy |
+480,806
|
|
Q1 2018
|
UHAL
U-Haul Holding Company
|
Buy |
+97,434
|
|
Q1 2018
|
WFC
Wells Fargo & Company
|
Sell - Position Exit |
-2,863,662
|