David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Abrams Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 12, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - Cantaloupe, Inc.

Reductions - Asbury Automotive Group Inc, Meta Platforms, Inc., Teva Pharmaceutical Industries

Complete Exits - None reported

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 2023	ABG Asbury Automotive Group Inc	Asbury Automotive Group Inc	Sell	-9,676	-0.5%	$442.79M	2,108,540
Q1 2023	CTLP Cantaloupe, Inc.	Cantaloupe, Inc.	Buy	+4,090,000	+132.4%	$40.93M	7,180,000
Q1 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-24,876	-1.1%	$456.06M	2,151,858
Q1 2023	TEVA Teva Pharmaceutical Industries	Teva Pharmaceutical Industries	Sell	-7,966,432	-50.0%	$70.50M	7,966,433