David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q4 2018)
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, 2018. 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
|