UHAL - Tracking David Abrams' Abrams Capital Management Portfolio - Q1 2019 Update
This article is part of a series that provides an ongoing analysis of the changes made to David Abrams’ 13F portfolio on a quarterly basis. It is based on Abrams’ regulatory 13F Form filed on 05/10/2019. Please visit our Tracking David Abrams’ Abrams Capital Management article for an idea on his investment philosophy and our last update for the fund's moves during Q4 2018.
This quarter, Abrams’ 13F portfolio value increased ~47% from $2.42B to $3.56B. The number of holdings remained steady at 19. The top three stakes are at ~40% of the 13F portfolio