David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2018)

According to the SEC 13F filed on Aug 13, 2026, the Abrams Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2018. 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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	GPI Group 1 Automotive, Inc.	Group 1 Automotive, Inc.	Buy	+250,000	+99.8%	$32.70K	500,471
Q1 2018	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Buy - Position Entry	+8,472,622	-	$127.60K	8,472,622
Q1 2018	PCG Pacific Gas & Electric Co.	Pacific Gas & Electric Co.	Buy	+661,357	+20.3%	$171.83K	3,911,357
Q1 2018	SPH Suburban Propane Partners, L.P.	Suburban Propane Partners, L.P.	Buy	+480,806	+31.9%	$43.76K	1,988,346
Q1 2018	UHAL U-Haul Holding Company	U-Haul Holding Company	Buy	+97,434	+24.7%	$169.80K	492,044
Q1 2018	WFC Wells Fargo & Company	Wells Fargo & Company	Sell - Position Exit	-2,863,662	-100.0%	$0.00	-