Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 32.95% | 2,603,254 | $353M | trimmed−3% | +2.57 pp | 21 q |
| SNSharkNinja, Inc. | 16.39% | 1,775,000 | $176M | added+20% | +2.99 pp | 6 q |
| AMATApplied Materials Inc | 14.94% | 875,000 | $160M | held | — | 20 q |
| COFCapital One Financial | 9.92% | 500,000 | $106M | trimmed−6% | −0.51 pp | 10 q |
| HCAHCA Healthcare, Inc. | 9.11% | 255,000 | $98M | trimmed−36% | −5.83 pp | 22 q |
| ACHCAcadia Healthcare Company, Inc. | 7.58% | 3,580,000 | $81M | added+97% | +1.57 pp | 2 q |
| NYTNew York Times Co. | 7.36% | 1,410,000 | $79M | new | +7.36 pp | new |
| SLQTSelectQuote, Inc. | 1.76% | 7,910,794 | $19M | held | — | 16 q |
| CACCCredit Acceptance Corp | — | −144,797 | — | exited | −8.14 pp | — |
