David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2021)
According to the SEC 13F filed on May 14, 2021, the Abrams Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. 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 2021, the filing reported:
New Buys - Nuvation Bio Inc.
Increases - None reported
Reductions - Pacific Gas & Electric Co.
Complete Exits - Clear Channel Outdoor Holdings,, TransMedics Group, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.