Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- trimmed+3.33
- trimmed+1.42
- trimmed−6.19
- added+0.93
Positions
| SNXTD SYNNEX Corporation | 21.91% | 2,169,000 | $205M | held | — | 11 q |
| HCAHCA Healthcare, Inc. | 17.02% | 665,000 | $160M | trimmed−4% | +3.33 pp | 12 q |
| AMATApplied Materials Inc | 9.60% | 924,000 | $90M | trimmed−0% | +1.42 pp | 10 q |
| PXDPioneer Natural Resource Co. | 7.79% | 320,000 | $73M | trimmed−46% | −6.19 pp | 5 q |
| ARAntero Resources Corporation | 7.31% | 2,212,000 | $69M | added+14% | +0.93 pp | 2 q |
| IBKRInteractive Brokers Group, Inc. Class A | 7.30% | 946,000 | $68M | added+9% | +1.30 pp | 2 q |
| NXSTNexstar Media Group, Inc. | 7.20% | 386,000 | $68M | added+94% | +3.62 pp | 3 q |
| CACCCredit Acceptance Corp | 6.07% | 119,891 | $57M | new | +6.07 pp | new |
| JPMJPMorgan Chase & Co. | 6.01% | 420,000 | $56M | new | +6.01 pp | new |
| CNXCConcentrix Corporation | 5.14% | 362,000 | $48M | trimmed−2% | +0.67 pp | 9 q |
| STNEStoneCo Ltd. Class A | 4.09% | 4,065,000 | $38M | trimmed−10% | −0.54 pp | 2 q |
| SLQTSelectQuote, Inc. | 0.57% | 7,910,794 | $5M | held | — | 6 q |
| AFGAmerican Financial Group, Inc. | — | −525,000 | — | exited | −6.97 pp | — |
| PGRProgressive Corporation | — | −467,000 | — | exited | −5.86 pp | — |
| RNRRenaissanceRe Holdings Ltd. | — | −273,000 | — | exited | −4.14 pp | — |
| ZIMZIM Integrated Shipping Services Ltd. | — | −973,841 | — | exited | −2.47 pp | — |
