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

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, 2019. 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