Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- trimmed−2.67
- held
- held
Positions
| SNXTD SYNNEX Corporation | 18.98% | 2,169,000 | $224M | held | — | 8 q |
| PXDPioneer Natural Resource Co. | 12.68% | 598,000 | $150M | held | — | 2 q |
| HCAHCA Healthcare, Inc. | 12.64% | 595,000 | $149M | trimmed−25% | −2.67 pp | 9 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 8.22% | 190,000 | $97M | held | — | 17 q |
| AMATApplied Materials Inc | 7.88% | 705,000 | $93M | held | — | 7 q |
| GDGeneral Dynamics Corporation | 7.20% | 352,000 | $85M | held | — | 8 q |
| PGRProgressive Corporation | 7.02% | 726,000 | $83M | trimmed−27% | −0.61 pp | 7 q |
| ZIMZIM Integrated Shipping Services Ltd. | 6.94% | 1,125,137 | $82M | trimmed−35% | −0.71 pp | 5 q |
| AFGAmerican Financial Group, Inc. | 6.48% | 525,000 | $76M | held | — | 3 q |
| CNXCConcentrix Corporation | 5.24% | 370,900 | $62M | held | — | 6 q |
| RNRRenaissanceRe Holdings Ltd. | 3.67% | 273,000 | $43M | held | — | 33 q |
| SLQTSelectQuote, Inc. | 3.05% | 12,910,794 | $36M | added+8% | −5.07 pp | 3 q |