Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−4.25
- held
- held
- held
- held
Positions
| CACCCredit Acceptance Corp | 20.23% | 403,373 | $195M | trimmed−17% | −4.25 pp | 16 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 19.40% | 767,000 | $187M | held | — | 6 q |
| AMATApplied Materials Inc | 11.66% | 2,505,000 | $113M | held | — | 3 q |
| RNRRenaissanceRe Holdings Ltd. | 11.55% | 625,657 | $111M | held | — | 22 q |
| RAMPLiveRamp Holdings, Inc. | 10.61% | 2,112,000 | $102M | held | — | 3 q |
| LENLennar Corporation Class A | 9.80% | 1,950,000 | $94M | held | — | 3 q |
| ACHCAcadia Healthcare Company, Inc. | 8.66% | 2,390,000 | $84M | new | +8.66 pp | new |
| PXDPioneer Natural Resource Co. | 8.09% | 507,000 | $78M | held | — | 3 q |
| IBKRInteractive Brokers Group, Inc. Class A | — | −229,899 | — | exited | −1.33 pp | — |