Abrams Bison
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| SNXTD SYNNEX Corporation | 26.38% | 2,021,764 | $540M | trimmed−19% | +8.18 pp | 25 q |
| AMATApplied Materials Inc | 19.48% | 552,000 | $399M | trimmed−22% | +9.07 pp | 24 q |
| SNSharkNinja, Inc. | 10.67% | 1,436,000 | $219M | held | — | 10 q |
| BFAMBright Horizons Family Solutions Inc. | 8.28% | 2,393,249 | $170M | added+69% | +3.26 pp | 2 q |
| URBNUrban Outfitters Inc | 7.72% | 2,230,873 | $158M | added0% | +1.62 pp | 3 q |
| SUNBSunbelt Rentals Holdings, Inc. | 7.52% | 2,058,758 | $154M | trimmed−84% | −27.86 pp | 2 q |
| ACHCAcadia Healthcare Company, Inc. | 6.00% | 4,165,000 | $123M | trimmed−5% | +1.57 pp | 6 q |
| TFXTeleflex Incorporated | 4.91% | 793,000 | $101M | trimmed−21% | −0.27 pp | 4 q |
| NYTNew York Times Co. | 4.55% | 1,331,566 | $93M | trimmed−6% | −0.58 pp | 5 q |
| COFCapital One Financial | 4.16% | 425,000 | $85M | held | — | 14 q |
| SLQTSelectQuote, Inc. | 0.32% | 7,910,794 | $7M | held | — | 20 q |
