David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - Pacific Gas & Electric Co.

Increases - Camping World Holdings, Inc., Meta Platforms, Inc.

Reductions - Franklin Resources, Inc., Kinder Morgan, Inc., O'Reilly Automotive, Inc., Teva Pharmaceutical Industries , U-Haul Holding Company

Complete Exits - Western Union Company (The)

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 2019	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-265,220	-2.6%	$323.86K	9,772,486
Q1 2019	CWH Camping World Holdings, Inc.	Camping World Holdings, Inc.	Buy	+86,554	+2.2%	$54.88K	3,945,362
Q1 2019	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Sell	-231,589	-2.6%	$170.68K	8,529,816
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+25,074	+2.5%	$170.81K	1,024,723
Q1 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-111,857	-13.0%	$290.50K	748,124
Q1 2019	PCG Pacific Gas & Electric Co.	Pacific Gas & Electric Co.	Buy - Position Entry	+25,000,000	-	$445.00K	25,000,000
Q1 2019	TEVA Teva Pharmaceutical Industries	Teva Pharmaceutical Industries	Sell	-476,016	-2.6%	$282.97K	18,046,356
Q1 2019	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-14,787	-2.6%	$208.51K	561,258
Q1 2019	WU Western Union Company (The)	Western Union Company (The)	Sell - Position Exit	-10,434,763	-100.0%	$0.00	-