Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 21.96% | 2,270,000 | $220M | added+5% | +0.05 pp | 12 q |
| HCAHCA Healthcare, Inc. | 16.87% | 640,000 | $169M | trimmed−4% | −0.15 pp | 13 q |
| AMATApplied Materials Inc | 11.35% | 924,000 | $113M | held | — | 11 q |
| IBKRInteractive Brokers Group, Inc. Class A | 7.67% | 929,600 | $77M | trimmed−2% | +0.37 pp | 3 q |
| CACCCredit Acceptance Corp | 7.27% | 166,809 | $73M | added+39% | +1.20 pp | 2 q |
| PXDPioneer Natural Resource Co. | 6.53% | 319,675 | $65M | trimmed−0% | −1.26 pp | 6 q |
| ARAntero Resources Corporation | 6.51% | 2,820,000 | $65M | added+27% | −0.80 pp | 3 q |
| COFCapital One Financial | 5.67% | 590,000 | $57M | new | +5.67 pp | new |
| JPMJPMorgan Chase & Co. | 5.47% | 420,000 | $55M | held | — | 2 q |
| NXSTNexstar Media Group, Inc. | 5.11% | 296,000 | $51M | trimmed−23% | −2.09 pp | 4 q |
| STNEStoneCo Ltd. Class A | 3.87% | 4,059,872 | $39M | trimmed−0% | −0.22 pp | 3 q |
| SLQTSelectQuote, Inc. | 1.72% | 7,910,794 | $17M | held | — | 7 q |
| CNXCConcentrix Corporation | — | −362,000 | — | exited | −5.14 pp | — |
