2024-02-09 22:17:09 ET
Summary
- David Abrams' 13F portfolio value increased from $3.03B to $3.22B this quarter.
- Meta Platforms and Teva Pharmaceutical saw stake decreases in Abrams' portfolio.
- Abrams kept steady positions in Lithia Motors, Asbury Automotive, Alphabet Inc., and other companies.
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 2/9/2024. 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 Q3 2023....
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For further details see:
Tracking David Abrams' Abrams Capital Management Portfolio - Q4 2023 Update