David Abrams: Top Buys, Top Sells (Q1 2020)

Johnny HopkinsDavid AbramsLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top buys and sells from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at David Abrams (3-31-2019). The current market value of his portfolio is $2,540,959,000.

Top New Buys

Stock Shares Held Value
Impact on Portfolio
TDG / Transdigm Group, Inc. 539,305 172,680 6.796
ET / Energy Transfer LP 13,527,492 62,226 2.449
GOOGL / Alphabet Inc. 146,440 170,156 1.661
FB / Facebook, Inc. 1,205,043 201,001 1.408
OI / O-I Glass Inc 6,934,144 49,302 0.134

Top New Sells

Stock %
Impact On Portfolio
ORLY / O’Reilly Automotive, Inc. 7.073
SPH / Suburban Propane Partners, L.P. 0.544

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