Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- trimmed−3.41
- held
- trimmed−1.78
Positions
| LBBath & Body Works, Inc. | 33.27% | 4,920,030 | $464M | held | — | 3 q |
| KMXCarMax Inc. | 16.08% | 3,249,674 | $224M | held | — | 4 q |
| GDGeneral Dynamics Corporation | 13.94% | 1,431,500 | $194M | trimmed−23% | −3.41 pp | 5 q |
| BNYBank of New York Mellon Corporation | 9.73% | 3,370,000 | $136M | held | — | 5 q |
| SIGSignet Jewelers Limited | 8.81% | 885,000 | $123M | trimmed−26% | −1.78 pp | 5 q |
| unresolvedAon PLC | 6.89% | 1,000,000 | $96M | trimmed−15% | −0.61 pp | 5 q |
| IBKRInteractive Brokers Group, Inc. Class A | 6.80% | 2,788,553 | $95M | new | +6.80 pp | new |
| RNRRenaissanceRe Holdings Ltd. | 4.48% | 625,657 | $62M | held | — | 5 q |
| PXDPioneer Natural Resource Co. | — | −647,666 | — | exited | −6.52 pp | — |
| unresolvedAmec PLC | — | −1,435,400 | — | exited | −1.26 pp | — |