Core Insights - The recent 13F filing from Abrams Capital Management reveals a portfolio valued at $6.17 billion, heavily concentrated in five main holdings that constitute nearly 80% of total assets [1] - David Abrams emphasizes long-term compounding over diversification, maintaining a focus on durable, cash-rich businesses [1][7] Company Summaries - **Loar Holdings Inc. (LOAR)**: The largest position, valued at $2.56 billion across 32 million shares, represents over 40% of total assets. Loar is characterized by mission-critical products and recurring revenue, indicating strong conviction in its growth potential [2] - **Lithia Motors Inc. (LAD)**: The second-largest holding with 2.49 million shares worth $787 million, accounting for 12.8% of assets. Abrams slightly increased this position, reflecting confidence in the auto retail sector's resilience and cash flow [3] - **Asbury Automotive Group (ABG)**: Valued at $527 million with 2.16 million shares, representing 8.54% of assets. Abrams's modest increase in this holding supports his belief in auto-dealer consolidation and operational efficiency [4] - **Alphabet Inc. Class A (GOOGL)**: A $516 million stake provides selective exposure to the digital economy, fitting Abrams's quality-at-a-reasonable-price strategy. This position serves as a growth counterweight to more cyclical investments [5] - **Tempur Sealy International Inc. (TPX)**: Rounding out the top five with a value of $493 million, accounting for 8% of assets. The company is favored for its recurring consumer demand and strong brand power [6] Conclusion - The Q3 2025 filing highlights Abrams's strategy of focusing on a few exceptional businesses with durable cash flows and disciplined management, aiming to buy below intrinsic value and hold for long-term growth [7]

Core Viewpoint - Vystar Corporation has launched an ultrasoft 55 density natural rubber latex mattress topper, utilizing proprietary molding technology to enhance comfort and support for consumers [1][2]. Product Features - The new Vytex ultrasoft 55 density topper provides a soft, breathable, and supportive experience, allowing consumers to enhance their existing firm mattresses [2][6]. - The topper is available in various thicknesses (1 to 3 inches) and sizes, including California king, king, queen, double, twin, and twin XL [3]. - The product is made from 100% natural latex, which is biodegradable and environmentally friendly, with a significantly reduced level of proteins and impurities, making it virtually allergen-free [7][8]. Competitive Advantages - The Vytex topper retains its buoyant resilience for decades, compared to the 3-6 year lifespan of traditional foam toppers, and provides full body support while alleviating pressure points [6][7]. - The manufacturing process ensures breathability, moisture resistance, and natural repellence to bedbugs and dust mites, enhancing overall sleep quality [7]. - The product is free from harmful chemicals commonly found in petrochemical-based foams, such as VOCs, phthalates, and BPA, and does not emit traditional latex odors [7]. Company Background - Vystar Corporation, based in Worcester, Massachusetts, is known for its innovative Vytex Natural Rubber Latex, which is used in various applications, including mattresses, industrial adhesives, and medical supplies [4][8]. - The company is actively seeking new manufacturing and development partners to expand the use of Vytex in diverse products [4].