Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added−6.45
- held
- held
- new+7.70
- held
Positions
| SNXTD SYNNEX Corporation | 18.88% | 2,436,211 | $254M | added+2% | −6.45 pp | 6 q |
| HCAHCA Healthcare, Inc. | 18.76% | 1,038,000 | $252M | held | — | 7 q |
| CNXCConcentrix Corporation | 12.35% | 937,000 | $166M | held | — | 4 q |
| SLQTSelectQuote, Inc. | 7.70% | 8,000,000 | $103M | new | +7.70 pp | new |
| AMATApplied Materials Inc | 7.55% | 788,000 | $101M | held | — | 5 q |
| PGRProgressive Corporation | 7.23% | 1,075,000 | $97M | held | — | 5 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 5.96% | 205,000 | $80M | held | — | 15 q |
| ZIMZIM Integrated Shipping Services Ltd. | 5.91% | 1,566,200 | $79M | added×2.5 | +3.52 pp | 3 q |
| GDGeneral Dynamics Corporation | 5.77% | 395,000 | $77M | held | — | 6 q |
| AFGAmerican Financial Group, Inc. | 5.39% | 575,345 | $72M | new | +5.39 pp | new |
| RNRRenaissanceRe Holdings Ltd. | 2.83% | 273,000 | $38M | held | — | 31 q |
| unresolvedLegato Merger Corp | 1.05% | 1,334,600 | $14M | trimmed−5% | −0.17 pp | 2 q |
| CACCCredit Acceptance Corp | 0.61% | 14,000 | $8M | trimmed−74% | −1.54 pp | 25 q |
| ACHCAcadia Healthcare Company, Inc. | — | −237,000 | — | exited | −1.29 pp | — |