David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q4 2018)
As of Dec 31, 2018, 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 2018, the filing reported:
New Buys - Meta Platforms, Inc.
Increases - Asbury Automotive Group Inc, Akebia Therapeutics, Inc., Franklin Resources, Inc., Camping World Holdings, Inc., Lithia Motors, Inc.
Reductions - O'Reilly Automotive, Inc., Teva Pharmaceutical Industries , Willis Towers Watson, Western Union Company (The)
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 2018
|
ABG
Asbury Automotive Group Inc
|
Buy |
+317,437
|
|
Q4 2018
|
AKBA
Akebia Therapeutics, Inc.
|
Buy |
+4,537,176
|
|
Q4 2018
|
BEN
Franklin Resources, Inc.
|
Buy |
+92,683
|
|
Q4 2018
|
CWH
Camping World Holdings, Inc.
|
Buy |
+1,530,708
|
|
Q4 2018
|
LAD
Lithia Motors, Inc.
|
Buy |
+300,000
|
|
Q4 2018
|
META
Meta Platforms, Inc.
|
Buy - Position Entry |
+999,649
|
|
Q4 2018
|
ORLY
O'Reilly Automotive, Inc.
|
Sell |
-23,213
|
|
Q4 2018
|
TEVA
Teva Pharmaceutical Industries
|
Sell |
-1,000,000
|
|
Q4 2018
|
WTW
Willis Towers Watson
|
Sell |
-73,476
|
|
Q4 2018
|
WU
Western Union Company (The)
|
Sell |
-10,730,735
|