Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.36
- trimmed−3.45
- trimmed+0.73
- new+8.12
- added+0.42
Positions
| SNXTD SYNNEX Corporation | 18.52% | 2,169,000 | $248M | trimmed−11% | −0.36 pp | 7 q |
| HCAHCA Healthcare, Inc. | 15.31% | 798,000 | $205M | trimmed−23% | −3.45 pp | 8 q |
| AMATApplied Materials Inc | 8.28% | 705,000 | $111M | trimmed−11% | +0.73 pp | 6 q |
| PXDPioneer Natural Resource Co. | 8.12% | 598,000 | $109M | new | +8.12 pp | new |
| SLQTSelectQuote, Inc. | 8.12% | 12,000,000 | $109M | added+50% | +0.42 pp | 2 q |
| ZIMZIM Integrated Shipping Services Ltd. | 7.65% | 1,740,000 | $102M | added+11% | +1.74 pp | 4 q |
| PGRProgressive Corporation | 7.63% | 995,000 | $102M | trimmed−7% | +0.40 pp | 6 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 7.12% | 190,000 | $95M | trimmed−7% | +1.16 pp | 16 q |
| GDGeneral Dynamics Corporation | 5.48% | 352,000 | $73M | trimmed−11% | −0.29 pp | 7 q |
| AFGAmerican Financial Group, Inc. | 5.38% | 525,000 | $72M | trimmed−9% | −0.01 pp | 2 q |
| CNXCConcentrix Corporation | 4.95% | 370,900 | $66M | trimmed−60% | −7.40 pp | 5 q |
| RNRRenaissanceRe Holdings Ltd. | 3.45% | 273,000 | $46M | held | — | 32 q |
| unresolvedLegato Merger Corp | — | −1,334,600 | — | exited | −1.05 pp | — |
| CACCCredit Acceptance Corp | — | −14,000 | — | exited | −0.61 pp | — |