David Abrams - Abrams Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q2  2019
≡ CWH - Camping World Holdings Inc. Add 29.49% 1,163,446 0.39
≡ TMDX - TransMedics Group Inc. Buy 3,499,859 2.39
≡ ORLY - O'Reilly Automotive Reduce 28.64% 214,238 2.15
≡ BNED - Barnes & Noble Education Inc. Sell 100.00% 4,260,401 0.50
Q1  2019
≡ META - Meta Platforms Inc. Add 2.51% 25,074 0.12
≡ CWH - Camping World Holdings Inc. Add 2.24% 86,554 0.03
≡ OZM - Och Ziff Capital Mgmt Grp LLC Add 0.00% 1 0.00
≡ CELG - Celgene Corp. Buy 6,752,869 17.89
≡ PCG - PG&E Corp. Buy 25,000,000 12.50
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 2.57% 476,016 0.21
≡ UHAL - U-Haul Holding Co. Reduce 2.57% 14,787 0.15
≡ BEN - Franklin Resources Reduce 2.64% 265,220 0.25
≡ KMI - Kinder Morgan Reduce 2.64% 231,589 0.13
≡ ORLY - O'Reilly Automotive Reduce 13.01% 111,857 1.22
≡ BNED - Barnes & Noble Education Inc. Reduce 27.45% 1,612,064 0.19
≡ WU - Western Union Co. Sell 100.00% 10,434,763 7.36
≡ ENT - Global Eagle Entertainment Sell 100.00% 6,069,147 0.56
Q4  2018
≡ AKBA - Akebia Therapeutics Inc. Add 405.36% 4,537,176 1.03
≡ CWH - Camping World Holdings Inc. Add 65.75% 1,530,708 0.73
≡ ABG - Asbury Automotive Group Inc. Add 20.03% 317,437 0.87
≡ LAD - Lithia Motors Inc. Add 15.00% 300,000 0.95
≡ BEN - Franklin Resources Add 0.93% 92,683 0.11
≡ META - Meta Platforms Inc. Buy 999,649 5.42
≡ PACD - Pacific Drilling S.A. Buy 7,414,537 4.09
≡ ORLY - O'Reilly Automotive Reduce 2.63% 23,213 0.33
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 5.12% 1,000,000 0.64
≡ WTW - Willis Towers Watson plc Reduce 6.21% 73,476 0.46
≡ ENT - Global Eagle Entertainment Reduce 6.95% 453,282 0.04
≡ WU - Western Union Co. Reduce 50.70% 10,730,735 7.57
≡ SHPG - Shire plc Sell 100.00% 2,247,133 10.77
≡ ESRX - Express Scripts Sell 100.00% 3,192,304 8.02
≡ AABA - Altaba Inc. Sell 100.00% 3,769,842 6.79
≡ AET - Aetna Inc. Sell 100.00% 823,555 4.42
≡ KERX - Keryx Biopharmaceuticals Inc. Sell 100.00% 9,108,867 0.82
Q3  2018
≡ LAD - Lithia Motors Inc. Add 92.25% 959,673 2.07
≡ ABG - Asbury Automotive Group Inc. Add 46.08% 500,000 0.91
≡ BEN - Franklin Resources Add 25.17% 2,000,000 1.61
≡ ESRX - Express Scripts Add 20.32% 539,203 1.35
≡ SPH - Suburban Propane Partners, L.P. Add 5.52% 156,237 0.10
≡ SHPG - Shire plc Buy 2,247,133 10.77
≡ CWH - Camping World Holdings Inc. Buy 2,328,100 1.31
≡ AKBA - Akebia Therapeutics Inc. Buy 1,119,286 0.26
≡ WU - Western Union Co. Reduce 0.87% 186,300 0.09
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 1.12% 220,751 0.13
≡ AABA - Altaba Inc. Reduce 1.37% 52,463 0.09
≡ ENT - Global Eagle Entertainment Reduce 6.82% 477,571 0.04
≡ KERX - Keryx Biopharmaceuticals Inc. Reduce 8.45% 841,188 0.08
≡ AET - Aetna Inc. Reduce 47.71% 751,445 4.03
≡ PCG - PG&E Corp. Sell 100.00% 3,911,357 4.63
≡ QCP - Quality Care Properties Inc. Sell 100.00% 7,025,579 4.20
≡ GPI - Group 1 Automotive Sell 100.00% 457,301 0.80
Q2  2018
≡ SPH - Suburban Propane Partners, L.P. Add 42.44% 843,763 0.55
≡ UHAL - U-Haul Holding Co. Add 17.07% 84,001 0.83
≡ AET - Aetna Inc. Add 14.13% 195,000 1.00
≡ KMI - Kinder Morgan Add 3.41% 288,783 0.14
≡ KERX - Keryx Biopharmaceuticals Inc. Add 2.38% 230,879 0.02
≡ QCP - Quality Care Properties Inc. Add 0.37% 25,579 0.02
≡ ESRX - Express Scripts Buy 2,653,101 5.70
≡ GOOGL - Alphabet Inc. Buy 2,482,340 3.90
≡ LAD - Lithia Motors Inc. Buy 1,040,327 2.74
≡ WU - Western Union Co. Reduce 1.19% 256,909 0.15
≡ AABA - Altaba Inc. Reduce 2.36% 92,500 0.19
≡ BNED - Barnes & Noble Education Inc. Reduce 3.95% 241,410 0.04
≡ GPI - Group 1 Automotive Reduce 8.63% 43,170 0.08
≡ TWX - Time Warner Inc. Sell 100.00% 3,346,103 9.92
Q1  2018
≡ GPI - Group 1 Automotive Add 99.81% 250,000 0.51
≡ QCP - Quality Care Properties Inc. Add 37.86% 1,922,455 1.17
≡ SPH - Suburban Propane Partners, L.P. Add 31.89% 480,806 0.33
≡ UHAL - U-Haul Holding Co. Add 24.69% 97,434 1.05
≡ PCG - PG&E Corp. Add 20.35% 661,357 0.91
≡ TWX - Time Warner Inc. Add 12.26% 365,461 1.08
≡ AET - Aetna Inc. Buy 1,380,000 7.31
≡ KMI - Kinder Morgan Buy 8,472,622 4.00
≡ BNED - Barnes & Noble Education Inc. Reduce 6.51% 425,833 0.09
≡ WFC - Wells Fargo Sell 100.00% 2,863,662 5.85
≡ CLNS - Colony NorthStar Inc. Sell 100.00% 4,888,139 1.88
Q4  2017
≡ SPH - Suburban Propane Partners, L.P. Add 120.91% 825,126 0.67
≡ KERX - Keryx Biopharmaceuticals Inc. Add 69.94% 4,000,000 0.63
≡ ABG - Asbury Automotive Group Inc. Add 8.51% 85,091 0.18
≡ ORLY - O'Reilly Automotive Add 3.42% 29,194 0.24
≡ QCP - Quality Care Properties Inc. Add 1.55% 77,545 0.04
≡ TWX - Time Warner Inc. Buy 2,980,642 9.18
≡ PCG - PG&E Corp. Buy 3,250,000 4.91
≡ TEVA - Teva Pharmaceutical Industries Ltd. Reduce 8.70% 1,880,763 1.20
≡ CLNS - Colony NorthStar Inc. Reduce 14.10% 802,471 0.31
≡ WFC - Wells Fargo Reduce 14.32% 478,681 0.98
≡ BNED - Barnes & Noble Education Inc. Reduce 25.44% 2,231,784 0.62
Q3  2017
≡ SPH - Suburban Propane Partners, L.P. Add 75.44% 293,445 0.30
≡ TEVA - Teva Pharmaceutical Industries Ltd. Buy 21,623,886 14.85
≡ ORLY - O'Reilly Automotive Buy 854,000 7.18
≡ ABG - Asbury Automotive Group Inc. Buy 1,000,000 2.38
≡ GPI - Group 1 Automotive Buy 250,471 0.71
≡ CLNS - Colony NorthStar Inc. Reduce 39.59% 3,728,847 1.83
≡ TWX - Time Warner Inc. Sell 100.00% 3,050,000 12.17
≡ WBT-OLD - Welbilt Inc. Sell 100.00% 5,967,907 4.47
≡ CARS - Cars.com Inc. Sell 100.00% 2,500,000 2.65
≡ VEON - VEON Ltd. Sell 100.00% 562,220 2.18
≡ BKS - Barnes & Noble Sell 100.00% 3,508,735 1.06
Q2  2017
≡ UHAL - U-Haul Holding Co. Add 46.32% 124,918 1.82
≡ ENT - Global Eagle Entertainment Add 18.97% 1,115,959 0.16