AABA - Tracking David Abrams' Abrams Capital Management Portfolio - Q1 2018 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 05/11/2018. 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 2017.
This quarter, Abrams’ 13F portfolio value increased 7.38%, from $2.97B to $3.19B. The number of holdings remained steady at 20. The top three stakes are at one-third of the 13F portfolio,