David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q3 2023)

According to the SEC 13F filed on Nov 13, 2023, the Abrams Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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 Q3 2023, the filing reported:

New Buys - None reported

Increases - Lithia Motors, Inc.

Reductions - Meta Platforms, Inc.

Complete Exits - Transdigm Group Incorporated

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
Q3 2023	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Buy	+40,120	+1.7%	$706.19M	2,391,188
Q3 2023	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-209,652	-18.4%	$278.74M	928,474
Q3 2023	TDG Transdigm Group Incorporated	Transdigm Group Incorporated	Sell - Position Exit	-312,747	-100.0%	$0.00	-