David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 2019, the filing reported:

New Buys - Clear Channel Outdoor Holdings,, TransMedics Group, Inc.

Increases - Camping World Holdings, Inc.

Reductions - O'Reilly Automotive, Inc.

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 2019	CCO Clear Channel Outdoor Holdings,	Clear Channel Outdoor Holdings,	Buy - Position Entry	+3,354,390	-	$15.83K	3,354,390
Q2 2019	CWH Camping World Holdings, Inc.	Camping World Holdings, Inc.	Buy	+1,163,446	+29.5%	$63.45K	5,108,808
Q2 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-214,238	-28.6%	$197.18K	533,886
Q2 2019	TMDX TransMedics Group, Inc.	TransMedics Group, Inc.	Buy - Position Entry	+3,499,859	-	$87.82K	3,499,859