Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 30.38% | 2,683,000 | $279M | added+19% | +3.22 pp | 20 q |
| HCAHCA Healthcare, Inc. | 14.94% | 397,000 | $137M | held | — | 21 q |
| AMATApplied Materials Inc | 13.83% | 875,000 | $127M | held | — | 19 q |
| SNSharkNinja, Inc. | 13.40% | 1,475,000 | $123M | held | — | 5 q |
| COFCapital One Financial | 10.43% | 534,000 | $96M | trimmed−4% | +0.18 pp | 9 q |
| CACCCredit Acceptance Corp | 8.14% | 144,797 | $75M | trimmed−17% | −0.32 pp | 10 q |
| ACHCAcadia Healthcare Company, Inc. | 6.01% | 1,820,000 | $55M | new | +6.01 pp | new |
| SLQTSelectQuote, Inc. | 2.88% | 7,910,794 | $26M | held | — | 15 q |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | — | −180,000 | — | exited | −9.38 pp | — |
