Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- held
- held
- added+1.58
- trimmed−2.18
- trimmed+2.79
Positions
| SNXTD SYNNEX Corporation | 27.16% | 2,248,000 | $264M | held | — | 19 q |
| SNSharkNinja, Inc. | 14.79% | 1,475,000 | $144M | held | — | 4 q |
| AMATApplied Materials Inc | 14.66% | 875,000 | $142M | added+17% | +1.58 pp | 18 q |
| HCAHCA Healthcare, Inc. | 12.27% | 397,000 | $119M | trimmed−4% | −2.18 pp | 20 q |
| COFCapital One Financial | 10.25% | 558,000 | $100M | trimmed−3% | +2.79 pp | 8 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 9.38% | 180,000 | $91M | trimmed−3% | −0.01 pp | 3 q |
| CACCCredit Acceptance Corp | 8.46% | 175,000 | $82M | trimmed−23% | −0.28 pp | 9 q |
| SLQTSelectQuote, Inc. | 3.03% | 7,910,794 | $29M | held | — | 14 q |
| IBKRInteractive Brokers Group, Inc. Class A | — | −408,000 | — | exited | −4.91 pp | — |
| JPMJPMorgan Chase & Co. | — | −184,000 | — | exited | −3.35 pp | — |
