Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 22.70% | 2,248,000 | $254M | held | — | 16 q |
| AMATApplied Materials Inc | 16.75% | 910,000 | $188M | held | — | 15 q |
| HCAHCA Healthcare, Inc. | 13.70% | 460,000 | $153M | trimmed−16% | −1.22 pp | 17 q |
| CACCCredit Acceptance Corp | 8.62% | 175,000 | $97M | added+7% | −0.14 pp | 6 q |
| IBKRInteractive Brokers Group, Inc. Class A | 8.11% | 813,000 | $91M | trimmed−11% | +0.53 pp | 7 q |
| COFCapital One Financial | 7.67% | 577,000 | $86M | trimmed−1% | +0.03 pp | 5 q |
| JPMJPMorgan Chase & Co. | 7.21% | 403,000 | $81M | trimmed−3% | +0.15 pp | 6 q |
| SNSharkNinja, Inc. | 7.17% | 1,290,000 | $80M | new | +7.17 pp | new |
| PXDPioneer Natural Resource Co. | 6.56% | 280,000 | $74M | trimmed−7% | −0.25 pp | 10 q |
| SLQTSelectQuote, Inc. | 1.41% | 7,910,794 | $16M | held | — | 11 q |
| PFSIPennyMac Financial Services, Inc. | 0.11% | 13,000 | $1M | new | +0.11 pp | new |
| NXSTNexstar Media Group, Inc. | — | −292,000 | — | exited | −4.59 pp | — |
| STNEStoneCo Ltd. Class A | — | −1,400,000 | — | exited | −2.53 pp | — |
