Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- added−0.95
- held
- added+1.64
Positions
| SNXTD SYNNEX Corporation | 22.34% | 2,169,000 | $198M | held | — | 9 q |
| PXDPioneer Natural Resource Co. | 15.08% | 598,000 | $133M | held | — | 3 q |
| HCAHCA Healthcare, Inc. | 11.69% | 615,000 | $103M | added+3% | −0.95 pp | 10 q |
| PGRProgressive Corporation | 9.54% | 726,000 | $84M | held | — | 8 q |
| AMATApplied Materials Inc | 9.52% | 925,000 | $84M | added+31% | +1.64 pp | 8 q |
| AFGAmerican Financial Group, Inc. | 8.24% | 525,000 | $73M | held | — | 4 q |
| ZIMZIM Integrated Shipping Services Ltd. | 6.01% | 1,125,137 | $53M | held | — | 6 q |
| CNXCConcentrix Corporation | 5.69% | 370,900 | $50M | held | — | 7 q |
| RNRRenaissanceRe Holdings Ltd. | 4.83% | 273,000 | $43M | held | — | 34 q |
| SLQTSelectQuote, Inc. | 3.62% | 12,910,794 | $32M | held | — | 4 q |
| NXSTNexstar Media Group, Inc. | 3.45% | 187,288 | $31M | new | +3.45 pp | new |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | — | −190,000 | — | exited | −8.22 pp | — |
| GDGeneral Dynamics Corporation | — | −352,000 | — | exited | −7.20 pp | — |
