David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 2019, 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 2019, the filing reported:

New Buys - O-I Glass, Inc.

Increases - Camping World Holdings, Inc.

Reductions - Franklin Resources, Inc., Alphabet Inc., Lithia Motors, Inc., Meta Platforms, Inc., O'Reilly Automotive, Inc., and 1 more

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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2019	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-54,645	-0.6%	$252.47K	9,717,841
Q4 2019	CWH Camping World Holdings, Inc.	Camping World Holdings, Inc.	Buy	+650,182	+11.9%	$90.04K	6,108,808
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-3,098	-2.5%	$162.09K	121,019
Q4 2019	LAD Lithia Motors, Inc.	Lithia Motors, Inc.	Sell	-73,932	-3.2%	$327.23K	2,226,068
Q4 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-5,011	-0.5%	$209.30K	1,019,712
Q4 2019	OI O-I Glass, Inc.	O-I Glass, Inc.	Buy - Position Entry	+4,873,968	-	$58.15K	4,873,968
Q4 2019	ORLY O'Reilly Automotive, Inc.	O'Reilly Automotive, Inc.	Sell	-14,410	-2.7%	$227.67K	519,476
Q4 2019	WTW Willis Towers Watson	Willis Towers Watson	Sell	-15,810	-1.4%	$220.92K	1,094,001