Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- trimmed−0.05
- held
- added+0.58
- held
Positions
| SNXTD SYNNEX Corporation | 23.30% | 2,248,000 | $270M | held | — | 18 q |
| HCAHCA Healthcare, Inc. | 14.45% | 412,000 | $167M | trimmed−10% | −0.05 pp | 19 q |
| SNSharkNinja, Inc. | 13.84% | 1,475,000 | $160M | held | — | 3 q |
| AMATApplied Materials Inc | 13.08% | 750,000 | $152M | added+39% | +0.58 pp | 17 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 9.39% | 186,000 | $109M | held | — | 2 q |
| CACCCredit Acceptance Corp | 8.74% | 228,306 | $101M | added+30% | −0.10 pp | 8 q |
| COFCapital One Financial | 7.46% | 577,000 | $86M | held | — | 7 q |
| IBKRInteractive Brokers Group, Inc. Class A | 4.91% | 408,000 | $57M | held | — | 9 q |
| JPMJPMorgan Chase & Co. | 3.35% | 184,000 | $39M | held | — | 8 q |
| SLQTSelectQuote, Inc. | 1.48% | 7,910,794 | $17M | held | — | 13 q |
