David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2020)
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, 2020. 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
|