Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 25.33% | 2,400,000 | $292M | held | — | 5 q |
| HCAHCA Healthcare, Inc. | 18.60% | 1,038,000 | $215M | held | — | 6 q |
| CNXCConcentrix Corporation | 13.06% | 937,000 | $151M | held | — | 3 q |
| AMATApplied Materials Inc | 9.73% | 788,000 | $112M | held | — | 4 q |
| PGRProgressive Corporation | 9.15% | 1,075,000 | $106M | added+17% | +1.21 pp | 4 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 7.12% | 205,000 | $82M | held | — | 14 q |
| GDGeneral Dynamics Corporation | 6.45% | 395,000 | $74M | held | — | 5 q |
| RNRRenaissanceRe Holdings Ltd. | 3.52% | 273,000 | $41M | held | — | 30 q |
| ZIMZIM Integrated Shipping Services Ltd. | 2.39% | 614,863 | $28M | held | — | 2 q |
| CACCCredit Acceptance Corp | 2.15% | 54,518 | $25M | trimmed−68% | −3.40 pp | 24 q |
| ACHCAcadia Healthcare Company, Inc. | 1.29% | 237,000 | $15M | trimmed−57% | −1.53 pp | 9 q |
| unresolvedLegato Merger Corp | 1.22% | 1,400,000 | $14M | new | +1.22 pp | new |
| MDPediatrix Medical Group, Inc. | — | −180,676 | — | exited | −0.42 pp | — |
