Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- new+22.65
- trimmed−7.03
- trimmed−4.35
Positions
| LBBath & Body Works, Inc. | 22.65% | 4,920,030 | $330M | new | +22.65 pp | new |
| GDGeneral Dynamics Corporation | 16.28% | 1,863,900 | $237M | trimmed−22% | −7.03 pp | 3 q |
| unresolvedAon PLC | 10.25% | 1,701,363 | $149M | held | — | 3 q |
| unresolvedFoster Wheeler AG | 9.33% | 4,292,740 | $136M | trimmed−21% | −6.02 pp | 3 q |
| SIGSignet Jewelers Limited | 9.32% | 1,190,808 | $136M | trimmed−20% | −4.35 pp | 3 q |
| BNYBank of New York Mellon Corporation | 8.97% | 3,370,000 | $131M | held | — | 3 q |
| PXDPioneer Natural Resource Co. | 8.77% | 647,666 | $128M | held | — | 3 q |
| KMXCarMax Inc. | 8.30% | 2,600,000 | $121M | added×2.7 | +4.15 pp | 2 q |
| RNRRenaissanceRe Holdings Ltd. | 4.30% | 625,657 | $63M | held | — | 3 q |
| PFEPfizer Inc. | 1.83% | 900,000 | $27M | held | — | 3 q |
