David Abrams - Abrams Capital Management 13F Activity & Position Changes (Q4 2020)
According to the SEC 13F filed on Feb 12, 2021, the Abrams Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2020. 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 2020, the filing reported:
New Buys - None reported
Increases - Lithia Motors, Inc.
Reductions - Pacific Gas & Electric Co.
Complete Exits - Akebia Therapeutics, Inc., Franklin Resources, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.