David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2020)
As of Mar 31, 2020, 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 2020, the filing reported:
New Buys - Energy Transfer LP, Transdigm Group Incorporated
Increases - Asbury Automotive Group Inc, Alphabet Inc., Kinder Morgan, Inc., Meta Platforms, Inc., O-I Glass, Inc.
Reductions - Suburban Propane Partners, L.P.
Complete Exits - O'Reilly Automotive, Inc.
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 2020
|
ABG
Asbury Automotive Group Inc
|
Buy |
+215,688
|
|
Q1 2020
|
ET
Energy Transfer LP
|
Buy - Position Entry |
+13,527,492
|
|
Q1 2020
|
GOOGL
Alphabet Inc.
|
Buy |
+25,421
|
|
Q1 2020
|
KMI
Kinder Morgan, Inc.
|
Buy |
+1,276,442
|
|
Q1 2020
|
META
Meta Platforms, Inc.
|
Buy |
+185,331
|
|
Q1 2020
|
OI
O-I Glass, Inc.
|
Buy |
+2,060,176
|
|
Q1 2020
|
ORLY
O'Reilly Automotive, Inc.
|
Sell - Position Exit |
-519,476
|
|
Q1 2020
|
SPH
Suburban Propane Partners, L.P.
|
Sell |
-320,834
|
|
Q1 2020
|
TDG
Transdigm Group Incorporated
|
Buy - Position Entry |
+539,305
|