In the most recent 13F filing, Abrams Capital Management, L.P. (David Abrams) reported a portfolio valued at $6.17 billion, dominated by just five holdings that together account for nearly 80 % of total assets.Abrams, a protégé of Seth Klarman, has long favored extreme concentration in durable, cash-rich businesses. His Q3 2025 filing continues that tradition, emphasizing long-term compounding over diversification.Loar Holdings Inc. (LOAR) – 41.56 %Abrams’s largest position by far is Loar Holdings, valued a ...