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

As of Sep 30, 2023, the Abrams Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 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	-