David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q2 2023)

As of Jun 30, 2023, the Abrams Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2023. 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 2023, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - Coupang, Inc., Alphabet Inc., Meta Platforms, Inc., Transdigm Group Incorporated

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 2023	CPNG Coupang, Inc.	Coupang, Inc.	Sell	-422,000	-3.1%	$226.51M	13,017,964
Q2 2023	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-17,100	-0.7%	$277.98M	2,322,340
Q2 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-1,013,732	-47.1%	$326.62M	1,138,126
Q2 2023	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell	-53,440	-14.6%	$279.65M	312,747