Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- added+2.00
- held
- held
Positions
| SNXTD SYNNEX Corporation | 19.02% | 2,169,000 | $176M | held | — | 10 q |
| PXDPioneer Natural Resource Co. | 13.98% | 598,000 | $129M | held | — | 4 q |
| HCAHCA Healthcare, Inc. | 13.69% | 690,000 | $127M | added+12% | +2.00 pp | 11 q |
| AMATApplied Materials Inc | 8.18% | 925,000 | $76M | held | — | 9 q |
| AFGAmerican Financial Group, Inc. | 6.97% | 525,000 | $65M | held | — | 5 q |
| ARAntero Resources Corporation | 6.38% | 1,935,000 | $59M | new | +6.38 pp | new |
| IBKRInteractive Brokers Group, Inc. Class A | 6.00% | 870,000 | $56M | new | +6.00 pp | new |
| PGRProgressive Corporation | 5.86% | 467,000 | $54M | trimmed−36% | −3.68 pp | 9 q |
| STNEStoneCo Ltd. Class A | 4.63% | 4,500,000 | $43M | new | +4.63 pp | new |
| CNXCConcentrix Corporation | 4.47% | 370,900 | $41M | held | — | 8 q |
| RNRRenaissanceRe Holdings Ltd. | 4.14% | 273,000 | $38M | held | — | 35 q |
| NXSTNexstar Media Group, Inc. | 3.58% | 198,796 | $33M | added+6% | +0.13 pp | 2 q |
| ZIMZIM Integrated Shipping Services Ltd. | 2.47% | 973,841 | $23M | trimmed−13% | −3.54 pp | 7 q |
| SLQTSelectQuote, Inc. | 0.62% | 7,910,794 | $6M | trimmed−39% | −3.00 pp | 5 q |
