David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q4 2017)
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 Dec 31, 2017. 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 Q4 2017, the filing reported:
New Buys - Pacific Gas & Electric Co.
Reductions - Teva Pharmaceutical Industries , Wells Fargo & Company
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 | Type | Change Qty |
|---|---|---|---|
|
Q4 2017
|
ABG
Asbury Automotive Group Inc
|
Buy |
+85,091
|
|
Q4 2017
|
ORLY
O'Reilly Automotive, Inc.
|
Buy |
+29,194
|
|
Q4 2017
|
PCG
Pacific Gas & Electric Co.
|
Buy - Position Entry |
+3,250,000
|
|
Q4 2017
|
SPH
Suburban Propane Partners, L.P.
|
Buy |
+825,126
|
|
Q4 2017
|
TEVA
Teva Pharmaceutical Industries
|
Sell |
-1,880,763
|
|
Q4 2017
|
WFC
Wells Fargo & Company
|
Sell |
-478,681
|