David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q1 2026)

As of Mar 31, 2026, 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 2026, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Alphabet Inc., Nuvation Bio Inc., Tempur Sealy International, Inc

Complete Exits - Energy Transfer LP

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 2026	ET Energy Transfer LP	Energy Transfer LP	Sell - Position Exit	-6,115,417	-100.0%	$0.00	-
Q1 2026	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-50,862	-2.7%	$536.52M	1,865,768
Q1 2026	NUVB Nuvation Bio Inc.	Nuvation Bio Inc.	Sell	-2,541,009	-66.7%	$5.45M	1,270,504
Q1 2026	TPX Tempur Sealy International, Inc	Tempur Sealy International, Inc	Sell	-5,360	-0.1%	$428.65M	5,798,776