David Abrams's top holdings (August 2025) include Loar Holdings Inc. (LOAR), a company specializing in the design, manufacture, and supply of aerospace and defense components.

David Abrams is the founder of Abrams Capital Management, an investment firm established in 1999. His approach centers on a highly concentrated portfolio, often involving a limited number of long-term positions. The firm's investment focus includes a variety of industries, seeking value opportunities.

Loar Holdings Inc. (LOAR)

Loar Holdings Inc. specializes in designing, manufacturing, and supplying custom aerospace and defense components. The company caters to a diverse range of aerospace programs. Loar Holdings Inc. commands a market capitalization of $6.61 billion. David Abrams's position in the company is currently valued at $2.37 billion. A discounted cash flow analysis for Loar Holdings Inc. suggests a value of $18.52 per share.
Here's an overview of David Abrams's trades in Loar Holdings Inc.:

Lithia Motors, Inc. (LAD)

Lithia Motors, Inc. operates as an automotive retailer, offering new and used vehicles, financing, and maintenance services across North America. It maintains a broad network of dealerships providing various vehicle brands. This company, with a market capitalization of $8.15 billion, sees David Abrams's holding currently valued at $704.07 million. Analysts have set a price target of $356.0 for Lithia Motors, Inc., and its discounted cash flow analysis indicates a value of $155.75 per share.
Here's an overview of David Abrams's trades in Lithia Motors, Inc.:

Asbury Automotive Group Inc (ABG)

Asbury Automotive Group Inc is one of the largest automotive retail groups in the United States, selling new and used vehicles and providing related services. The company's operations include dealerships and collision centers. Asbury Automotive Group Inc has a market capitalization of $4.67 billion, and the current value of David Abrams's position is $468.35 million. The discounted cash flow value for Asbury Automotive Group Inc is noted at $684.12 per share.
Here's an overview of David Abrams's trades in Asbury Automotive Group Inc:

Alphabet Inc (GOOGL)

Alphabet Inc is a global technology conglomerate best known for its Google search engine, Android mobile operating system, and YouTube video platform, among other internet-related services and products. The company also invests in various emerging technologies. Alphabet Inc. boasts a substantial market cap of $2.35 trillion. This holding in David Abrams's portfolio is currently worth $407.62 million. Analysts have provided a price target of $182.5 for Alphabet Inc., with its discounted cash flow analysis suggesting a value of $262.65 per share.
Here's an overview of David Abrams's trades in Alphabet Inc:

Tempur Sealy International Inc (TPX)

Tempur Sealy International Inc is a leading manufacturer, marketer, and distributor of mattresses, foundations, and adjustable bases, operating under brands like Tempur-Pedic, Sealy, and Stearns & Foster. It serves customers globally through various retail channels. Tempur Sealy International Inc's market cap stands at $13.68 billion, while David Abrams's position in the company is valued at $384.68 million. The discounted cash flow value for Tempur Sealy International Inc is $33.93 per share.
Here's an overview of David Abrams's trades in Tempur Sealy International Inc: