Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CACCCredit Acceptance Corp | 29.21% | 650,756 | $248M | trimmed−19% | −15.11 pp | 14 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 20.86% | 712,000 | $177M | trimmed−15% | −7.30 pp | 4 q |
| LENLennar Corporation Class A | 13.55% | 2,944,600 | $115M | new | +13.55 pp | new |
| RNRRenaissanceRe Holdings Ltd. | 9.84% | 625,657 | $84M | held | — | 20 q |
| AMATApplied Materials Inc | 9.64% | 2,505,000 | $82M | new | +9.64 pp | new |
| RAMPLiveRamp Holdings, Inc. | 9.59% | 2,112,000 | $82M | new | +9.59 pp | new |
| PXDPioneer Natural Resource Co. | 5.83% | 377,000 | $50M | new | +5.83 pp | new |
| IBKRInteractive Brokers Group, Inc. Class A | 1.48% | 229,899 | $13M | held | — | 6 q |
| unresolvedAcxiom Corp | — | −2,455,000 | — | exited | −15.34 pp | — |
