David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q3 2018)
As of Sep 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 Q3 2018, the filing reported:
Increases - Asbury Automotive Group Inc, Franklin Resources, Inc., Lithia Motors, Inc., Suburban Propane Partners, L.P.
Reductions - Teva Pharmaceutical Industries , Western Union Company (The)
Complete Exits - Group 1 Automotive, Inc., Pacific Gas & Electric Co.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2018
|
ABG
Asbury Automotive Group Inc
|
Buy |
+500,000
|
|
Q3 2018
|
AKBA
Akebia Therapeutics, Inc.
|
Buy - Position Entry |
+1,119,286
|
|
Q3 2018
|
BEN
Franklin Resources, Inc.
|
Buy |
+2,000,000
|
|
Q3 2018
|
CWH
Camping World Holdings, Inc.
|
Buy - Position Entry |
+2,328,100
|
|
Q3 2018
|
GPI
Group 1 Automotive, Inc.
|
Sell - Position Exit |
-457,301
|
|
Q3 2018
|
LAD
Lithia Motors, Inc.
|
Buy |
+959,673
|
|
Q3 2018
|
PCG
Pacific Gas & Electric Co.
|
Sell - Position Exit |
-3,911,357
|
|
Q3 2018
|
SPH
Suburban Propane Partners, L.P.
|
Buy |
+156,237
|
|
Q3 2018
|
TEVA
Teva Pharmaceutical Industries
|
Sell |
-220,751
|
|
Q3 2018
|
WU
Western Union Company (The)
|
Sell |
-186,300
|