Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- added+6.33
- held
- held
Positions
| LBBath & Body Works, Inc. | 28.79% | 4,920,030 | $426M | held | — | 2 q |
| GDGeneral Dynamics Corporation | 17.35% | 1,863,900 | $257M | held | — | 4 q |
| KMXCarMax Inc. | 14.63% | 3,249,674 | $216M | added+25% | +6.33 pp | 3 q |
| SIGSignet Jewelers Limited | 10.59% | 1,190,808 | $157M | held | — | 4 q |
| BNYBank of New York Mellon Corporation | 9.25% | 3,370,000 | $137M | held | — | 4 q |
| unresolvedAon PLC | 7.50% | 1,170,000 | $111M | trimmed−31% | −2.75 pp | 4 q |
| PXDPioneer Natural Resource Co. | 6.52% | 647,666 | $96M | held | — | 4 q |
| RNRRenaissanceRe Holdings Ltd. | 4.11% | 625,657 | $61M | held | — | 4 q |
| unresolvedAmec PLC | 1.26% | 1,435,400 | $19M | new | +1.26 pp | new |
| unresolvedFoster Wheeler AG | — | −4,292,740 | — | exited | −9.33 pp | — |
| PFEPfizer Inc. | — | −900,000 | — | exited | −1.83 pp | — |
