Abrams Capital Management Buys TransMedics Group Inc, Clear Channel Outdoor Holdings Inc, Camping World Holdings Inc, Sells O'Reilly Automotive Inc, Clear Channel Outdoor Holdings Inc, Barnes & Noble Education Inc

Sep 06, 2019

Investment company Abrams Capital Management (Current Portfolio) buys TransMedics Group Inc, Clear Channel Outdoor Holdings Inc, Camping World Holdings Inc, sells O'Reilly Automotive Inc, Clear Channel Outdoor Holdings Inc, Barnes & Noble Education Inc during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Abrams Capital Management. As of 2019Q2, Abrams Capital Management owns 19 stocks with a total value of $3.7 billion. These are the details of the buys and sells.

New Purchases: TMDX, CCO,
Added Positions: CWH,
Reduced Positions: ORLY,
Sold Out: CCO, BNED,

For the details of David Abrams's stock buys and sells, go to https://www.gurufocus.com/guru/david+abrams/current-portfolio/portfolio

These are the top 5 holdings of David Abrams

Celgene Corp (CELG) - 6,752,869 shares, 16.96% of the total portfolio.
PG&E Corp (PCG) - 25,000,000 shares, 15.56% of the total portfolio.
Franklin Resources Inc (BEN) - 9,772,486 shares, 9.24% of the total portfolio.
Lithia Motors Inc (LAD) - 2,300,000 shares, 7.42% of the total portfolio.
Willis Towers Watson PLC (WLTW) - 1,109,811 shares, 5.77% of the total portfolio.

New Purchase: TransMedics Group Inc (TMDX)

Abrams Capital Management initiated holding in TransMedics Group Inc. The purchase prices were between $22.36 and $30.41, with an estimated average price of $27.34. The stock is now traded at around $23.84. The impact to a portfolio due to this purchase was 2.39%. The holding were 3,499,859 shares as of .

New Purchase: Clear Channel Outdoor Holdings Inc (CCO)

Abrams Capital Management initiated holding in Clear Channel Outdoor Holdings Inc. The purchase prices were between $0 and $5.29, with an estimated average price of $4.79. The stock is now traded at around $2.62. The impact to a portfolio due to this purchase was 0.43%. The holding were 3,354,390 shares as of .

Added: Camping World Holdings Inc (CWH)

Abrams Capital Management added to a holding in Camping World Holdings Inc by 29.49%. The purchase prices were between $10.53 and $15.12, with an estimated average price of $12.92. The stock is now traded at around $7.85. The impact to a portfolio due to this purchase was 0.39%. The holding were 5,108,808 shares as of .

Sold Out: Barnes & Noble Education Inc (BNED)

Abrams Capital Management sold out a holding in Barnes & Noble Education Inc. The sale prices were between $2.98 and $4.77, with an estimated average price of $3.84.

Sold Out: Clear Channel Outdoor Holdings Inc (CCO)

Abrams Capital Management sold out a holding in Clear Channel Outdoor Holdings Inc. The sale prices were between $4.78 and $5.65, with an estimated average price of $5.3.

Here is the complete portfolio of David Abrams. Also check out:

1. David Abrams's Undervalued Stocks
2. David Abrams's Top Growth Companies, and
3. David Abrams's High Yield stocks
4. Stocks that David Abrams keeps buying

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