Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 25.45% | 2,248,000 | $259M | held | — | 17 q |
| HCAHCA Healthcare, Inc. | 14.50% | 460,000 | $148M | held | — | 18 q |
| AMATApplied Materials Inc | 12.50% | 540,000 | $127M | trimmed−41% | −4.25 pp | 16 q |
| SNSharkNinja, Inc. | 10.88% | 1,475,000 | $111M | added+14% | +3.71 pp | 2 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 9.29% | 186,000 | $95M | new | +9.29 pp | new |
| CACCCredit Acceptance Corp | 8.84% | 175,000 | $90M | held | — | 7 q |
| COFCapital One Financial | 7.84% | 577,000 | $80M | held | — | 6 q |
| IBKRInteractive Brokers Group, Inc. Class A | 4.91% | 408,000 | $50M | trimmed−50% | −3.20 pp | 8 q |
| JPMJPMorgan Chase & Co. | 3.65% | 184,000 | $37M | trimmed−54% | −3.56 pp | 7 q |
| SLQTSelectQuote, Inc. | 2.14% | 7,910,794 | $22M | held | — | 12 q |
| PXDPioneer Natural Resource Co. | — | −280,000 | — | exited | −6.56 pp | — |
| PFSIPennyMac Financial Services, Inc. | — | −13,000 | — | exited | −0.11 pp | — |
