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

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 Jun 30, 2018. 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