Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 21.40% | 2,270,000 | $213M | held | — | 13 q |
| HCAHCA Healthcare, Inc. | 14.76% | 485,000 | $147M | trimmed−24% | −2.11 pp | 14 q |
| AMATApplied Materials Inc | 13.39% | 924,000 | $134M | held | — | 12 q |
| CACCCredit Acceptance Corp | 8.50% | 166,809 | $85M | held | — | 3 q |
| IBKRInteractive Brokers Group, Inc. Class A | 7.74% | 929,600 | $77M | held | — | 4 q |
| PXDPioneer Natural Resource Co. | 6.64% | 319,675 | $66M | held | — | 7 q |
| COFCapital One Financial | 6.47% | 590,000 | $65M | held | — | 2 q |
| JPMJPMorgan Chase & Co. | 6.13% | 420,000 | $61M | held | — | 3 q |
| STNEStoneCo Ltd. Class A | 5.19% | 4,059,872 | $52M | held | — | 4 q |
| NXSTNexstar Media Group, Inc. | 4.94% | 296,000 | $49M | held | — | 5 q |
| ARAntero Resources Corporation | 3.28% | 1,420,000 | $33M | trimmed−50% | −3.23 pp | 4 q |
| SLQTSelectQuote, Inc. | 1.55% | 7,910,794 | $15M | held | — | 8 q |
