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

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, 2019. 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