Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| CACCCredit Acceptance Corp | 17.09% | 262,000 | $110M | held | — | 20 q |
| unresolvedQurate Retail Inc | 14.71% | 9,949,797 | $95M | added×2.2 | +6.81 pp | 2 q |
| HCAHCA Healthcare, Inc. | 14.26% | 944,000 | $92M | added×2.0 | +2.01 pp | 2 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 13.77% | 300,000 | $88M | trimmed−10% | −10.62 pp | 10 q |
| SNXTD SYNNEX Corporation | 13.03% | 699,000 | $84M | new | +13.03 pp | new |
| ACHCAcadia Healthcare Company, Inc. | 11.13% | 2,846,740 | $72M | added+24% | −1.19 pp | 5 q |
| RNRRenaissanceRe Holdings Ltd. | 7.88% | 296,000 | $51M | held | — | 26 q |
| GDGeneral Dynamics Corporation | 7.63% | 328,000 | $49M | new | +7.63 pp | new |
| MDPediatrix Medical Group, Inc. | 0.48% | 180,676 | $3M | new | +0.48 pp | new |
| PXDPioneer Natural Resource Co. | — | −457,000 | — | exited | −9.36 pp | — |
| TRTNTriton International Ltd | — | −175,000 | — | exited | −1.32 pp | — |
