Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 24.85% | 2,400,000 | $276M | added+15% | +5.63 pp | 4 q |
| HCAHCA Healthcare, Inc. | 17.63% | 1,038,000 | $195M | held | — | 5 q |
| CNXCConcentrix Corporation | 12.65% | 937,000 | $140M | held | — | 2 q |
| AMATApplied Materials Inc | 9.49% | 788,000 | $105M | held | — | 3 q |
| PGRProgressive Corporation | 7.94% | 921,000 | $88M | held | — | 3 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 6.88% | 205,000 | $76M | held | — | 13 q |
| GDGeneral Dynamics Corporation | 6.47% | 395,000 | $72M | held | — | 4 q |
| CACCCredit Acceptance Corp | 5.55% | 170,900 | $62M | held | — | 23 q |
| RNRRenaissanceRe Holdings Ltd. | 3.95% | 273,000 | $44M | held | — | 29 q |
| ACHCAcadia Healthcare Company, Inc. | 2.82% | 547,805 | $31M | trimmed−49% | −3.23 pp | 8 q |
| ZIMZIM Integrated Shipping Services Ltd. | 1.35% | 614,863 | $15M | new | +1.35 pp | new |
| MDPediatrix Medical Group, Inc. | 0.42% | 180,676 | $5M | held | — | 4 q |
