Abrams Bison
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+9.17
- added+5.11
- new+10.90
- held
- trimmed−4.03
Positions
| SNXTD SYNNEX Corporation | 22.20% | 1,267,508 | $178M | added+81% | +9.17 pp | 2 q |
| HCAHCA Healthcare, Inc. | 19.37% | 1,242,687 | $155M | added+32% | +5.11 pp | 3 q |
| PGRProgressive Corporation | 10.90% | 921,000 | $87M | new | +10.90 pp | new |
| ACHCAcadia Healthcare Company, Inc. | 10.49% | 2,846,740 | $84M | held | — | 6 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 9.74% | 250,000 | $78M | trimmed−17% | −4.03 pp | 11 q |
| GDGeneral Dynamics Corporation | 7.70% | 445,000 | $62M | added+36% | +0.07 pp | 2 q |
| CACCCredit Acceptance Corp | 7.61% | 179,850 | $61M | trimmed−31% | −9.48 pp | 21 q |
| RNRRenaissanceRe Holdings Ltd. | 6.28% | 296,000 | $50M | held | — | 27 q |
| AMATApplied Materials Inc | 5.33% | 717,000 | $43M | new | +5.33 pp | new |
| MDPediatrix Medical Group, Inc. | 0.37% | 180,676 | $3M | held | — | 2 q |
| unresolvedQurate Retail Inc | — | −9,949,797 | — | exited | −14.71 pp | — |
