Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−5.83
- trimmed−0.22
- trimmed−0.28
- new+9.42
- added−0.03
Positions
| SNXTD SYNNEX Corporation | 27.59% | 2,477,000 | $372M | trimmed−5% | −5.83 pp | 23 q |
| AMATApplied Materials Inc | 16.99% | 892,000 | $229M | trimmed−17% | −0.22 pp | 22 q |
| SNSharkNinja, Inc. | 10.19% | 1,228,000 | $137M | trimmed−5% | −0.28 pp | 8 q |
| URBNUrban Outfitters Inc | 9.42% | 1,689,000 | $127M | new | +9.42 pp | new |
| TFXTeleflex Incorporated | 8.77% | 969,000 | $118M | added+6% | −0.03 pp | 2 q |
| COFCapital One Financial | 8.61% | 479,000 | $116M | trimmed−4% | +0.28 pp | 12 q |
| NYTNew York Times Co. | 7.29% | 1,416,086 | $98M | held | — | 3 q |
| HCAHCA Healthcare, Inc. | 5.71% | 165,000 | $77M | trimmed−3% | +0.03 pp | 24 q |
| ACHCAcadia Healthcare Company, Inc. | 4.61% | 4,380,000 | $62M | held | — | 4 q |
| SLQTSelectQuote, Inc. | 0.83% | 7,910,794 | $11M | held | — | 18 q |
