David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q3 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 Sep 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 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
|