David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, 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 Q2 2018, the filing reported:

New Buys - Alphabet Inc., Lithia Motors, Inc.

Increases - Kinder Morgan, Inc., Suburban Propane Partners, L.P., U-Haul Holding Company

Reductions - Group 1 Automotive, Inc., Western Union Company (The)

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
Q2 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+124,117	-	$140.15K	124,117
Q2 2018	GPI Group 1 Automotive, Inc.	Group 1 Automotive, Inc.	Sell	-43,170	-8.6%	$28.81K	457,301
Q2 2018	KMI Kinder Morgan, Inc.	Kinder Morgan, Inc.	Buy	+288,783	+3.4%	$154.81K	8,761,405
Q2 2018	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Buy - Position Entry	+1,040,327	-	$98.38K	1,040,327
Q2 2018	SPH Suburban Propane Partners, L.P.	Suburban Propane Partners, L.P.	Buy	+843,763	+42.4%	$66.53K	2,832,109
Q2 2018	UHAL U-Haul Holding Company	U-Haul Holding Company	Buy	+84,001	+17.1%	$205.16K	576,045
Q2 2018	WU Western Union Company (The)	Western Union Company (The)	Sell	-256,909	-1.2%	$434.08K	21,351,798