Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 24.39% | 335,000 | $84M | trimmed−26% | +5.21 pp | 9 q |
| CACCCredit Acceptance Corp | 19.56% | 262,000 | $67M | trimmed−3% | +2.31 pp | 19 q |
| RNRRenaissanceRe Holdings Ltd. | 12.91% | 296,000 | $44M | trimmed−6% | +3.96 pp | 25 q |
| ACHCAcadia Healthcare Company, Inc. | 12.32% | 2,298,935 | $42M | trimmed−4% | +0.81 pp | 4 q |
| HCAHCA Healthcare, Inc. | 12.25% | 466,850 | $42M | new | +12.25 pp | new |
| PXDPioneer Natural Resource Co. | 9.36% | 457,000 | $32M | trimmed−33% | −5.50 pp | 6 q |
| unresolvedQurate Retail Inc | 7.90% | 4,429,098 | $27M | new | +7.90 pp | new |
| TRTNTriton International Ltd | 1.32% | 175,000 | $5M | new | +1.32 pp | new |
| AMATApplied Materials Inc | — | −1,931,000 | — | exited | −17.09 pp | — |
| LENLennar Corporation Class A | — | −1,240,000 | — | exited | −10.03 pp | — |
| RAMPLiveRamp Holdings, Inc. | — | −160,131 | — | exited | −1.12 pp | — |
