David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 2017, 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 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
|