Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.67
- added+2.67
- trimmed+0.72
- trimmed+0.32
- trimmed+1.35
Positions
| SNXTD SYNNEX Corporation | 24.25% | 2,248,000 | $242M | trimmed−1% | −0.67 pp | 15 q |
| HCAHCA Healthcare, Inc. | 14.92% | 550,000 | $149M | added+21% | +2.67 pp | 16 q |
| AMATApplied Materials Inc | 14.78% | 910,000 | $147M | trimmed−2% | +0.72 pp | 14 q |
| CACCCredit Acceptance Corp | 8.76% | 164,000 | $87M | trimmed−2% | +0.32 pp | 5 q |
| COFCapital One Financial | 7.64% | 581,000 | $76M | trimmed−2% | +1.35 pp | 4 q |
| IBKRInteractive Brokers Group, Inc. Class A | 7.58% | 912,000 | $76M | trimmed−2% | −1.26 pp | 6 q |
| JPMJPMorgan Chase & Co. | 7.06% | 414,000 | $70M | trimmed−1% | +0.37 pp | 5 q |
| PXDPioneer Natural Resource Co. | 6.81% | 302,000 | $68M | trimmed−6% | −1.26 pp | 9 q |
| NXSTNexstar Media Group, Inc. | 4.59% | 292,000 | $46M | trimmed−1% | −0.07 pp | 7 q |
| STNEStoneCo Ltd. Class A | 2.53% | 1,400,000 | $25M | trimmed−66% | −2.23 pp | 6 q |
| SLQTSelectQuote, Inc. | 1.09% | 7,910,794 | $11M | held | — | 10 q |
