David Abrams's top holdings (June 2025) include Loar Holdings Inc. (LOAR), which designs and manufactures niche aerospace and defense components.

David Abrams is the founder and managing partner of Abrams Capital Management, a Boston-based investment firm. He focuses on long-term investments across various sectors, employing a value-oriented approach. Abrams previously worked at Baupost Group.

Loar Holdings Inc (LOAR)

Loar Holdings provides specialized components and complex assemblies for aerospace and defense industries. Their products include engineered fittings, precision fasteners, and structural components that are essential for aircraft and defense systems. Loar Holdings has a market capitalization of $6.61B, and David Abrams's position is currently valued at $2.79B. The company's discounted cash flow value is $6.69.

Here's an overview of David Abrams's trades in Loar Holdings Inc:

Lithia Motors, Inc. (LAD)

Lithia Motors operates as one of the largest automotive retailers in the United States. They offer a wide array of new and used vehicles, along with vehicle maintenance, warranty, and finance services. Lithia Motors has a market capitalization of $8.25B, with David Abrams's position currently valued at $774.74M. Analysts have set a price target of $356.0 for Lithia Motors, and the company's discounted cash flow analysis suggests a value of $145.84 per share.

Here's an overview of David Abrams's trades in Lithia Motors, Inc.:

Asbury Automotive Group Inc (ABG)

Asbury Automotive Group is another major automotive retailer in the U.S., offering new and used vehicles, parts, and service. The company operates numerous dealerships across the country. The current value of David Abrams's holding is $480.56M, while the company's market cap stands at $4.48B. The discounted cash flow value for Asbury Automotive Group Inc is $669.53.

Here's an overview of David Abrams's trades in Asbury Automotive Group Inc:

Tempur Sealy International Inc (TPX)

Tempur Sealy International is a global manufacturer and distributor of bedding products, including mattresses, pillows, and other sleep-related items. Their well-known brands include Tempur-Pedic, Sealy, and Stearns & Foster. Tempur Sealy International has a market capitalization of $13.68B, with David Abrams's position currently valued at $384.68M. The analyst price target for Tempur Sealy International Inc is $75.33, and the discounted cash flow value is $33.93.

Here's an overview of David Abrams's trades in Tempur Sealy International Inc:

Coupang Inc (CPNG)

Coupang is a major e-commerce company based in South Korea, offering a wide range of products and services through its online platform. They are known for their rapid delivery and extensive logistics network. Coupang Inc's market cap is $50.93B, and this holding in David Abrams's portfolio is currently worth $365.15M. Analysts have set a price target of $35.0 for Coupang, with a discounted cash flow value of $3.68.

Here's an overview of David Abrams's trades in Coupang Inc: