Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SUNBSunbelt Rentals Holdings, Inc. | 35.38% | 12,561,085 | $818M | new | +35.38 pp | new |
| SNXTD SYNNEX Corporation | 18.20% | 2,492,357 | $420M | added+1% | −9.39 pp | 24 q |
| AMATApplied Materials Inc | 10.41% | 704,000 | $241M | trimmed−21% | −6.58 pp | 23 q |
| SNSharkNinja, Inc. | 6.58% | 1,436,000 | $152M | added+17% | −3.61 pp | 9 q |
| URBNUrban Outfitters Inc | 6.10% | 2,226,000 | $141M | added+32% | −3.32 pp | 2 q |
| TFXTeleflex Incorporated | 5.18% | 1,000,000 | $120M | added+3% | −3.59 pp | 3 q |
| NYTNew York Times Co. | 5.13% | 1,416,086 | $119M | held | — | 4 q |
| BFAMBright Horizons Family Solutions Inc. | 5.02% | 1,413,000 | $116M | new | +5.02 pp | new |
| ACHCAcadia Healthcare Company, Inc. | 4.43% | 4,380,000 | $102M | held | — | 5 q |
| COFCapital One Financial | 3.35% | 425,000 | $78M | trimmed−11% | −5.26 pp | 13 q |
| SLQTSelectQuote, Inc. | 0.22% | 7,910,794 | $5M | held | — | 19 q |
| HCAHCA Healthcare, Inc. | — | −165,000 | — | exited | −5.71 pp | — |
