Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- trimmed−2.51
- held
- held
Positions
| SNXTD SYNNEX Corporation | 24.92% | 2,270,000 | $227M | held | — | 14 q |
| AMATApplied Materials Inc | 14.06% | 924,000 | $128M | held | — | 13 q |
| HCAHCA Healthcare, Inc. | 12.25% | 453,000 | $111M | trimmed−7% | −2.51 pp | 15 q |
| IBKRInteractive Brokers Group, Inc. Class A | 8.84% | 929,600 | $80M | held | — | 5 q |
| CACCCredit Acceptance Corp | 8.44% | 166,809 | $77M | held | — | 4 q |
| PXDPioneer Natural Resource Co. | 8.07% | 319,675 | $73M | held | — | 8 q |
| JPMJPMorgan Chase & Co. | 6.69% | 420,000 | $61M | held | — | 4 q |
| COFCapital One Financial | 6.29% | 590,000 | $57M | held | — | 3 q |
| STNEStoneCo Ltd. Class A | 4.76% | 4,059,872 | $43M | held | — | 5 q |
| NXSTNexstar Media Group, Inc. | 4.66% | 296,000 | $42M | held | — | 6 q |
| SLQTSelectQuote, Inc. | 1.02% | 7,910,794 | $9M | held | — | 9 q |
| ARAntero Resources Corporation | — | −1,420,000 | — | exited | −3.28 pp | — |
