ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

Total Value ($000): $850,485 (100.0% shares, 0.0% debt)

Holdings (8)

CACC CREDIT ACCEP CORP MICH 29.2%

Value ($000) $248,433 Shares 650,756 Est. Cost $208.95 Unrealized +92.8%

UNH UNITEDHEALTH GROUP INC 20.9%

Value ($000) $177,373 Shares 712,000 Est. Cost $201.55 Unrealized +16.6%

LEN LENNAR CORP 13.6%

Value ($000) $115,281 Shares 2,944,600 Est. Cost $37.43 Unrealized 0.0%

RNR RENAISSANCERE HOLDINGS LTD 9.8%

Value ($000) $83,650 Shares 625,657 Est. Cost $88.61 Unrealized +47.3%

AMAT APPLIED MATLS INC 9.6%

Value ($000) $82,014 Shares 2,505,000 Est. Cost $31.70 Unrealized 0.0%

RAMP LIVERAMP HLDGS INC 9.6%

Value ($000) $81,587 Shares 2,112,000 Est. Cost $45.28 Unrealized 0.0%

— PIONEER NAT RES CO 5.8%

Value ($000) $49,583 Shares 377,000 Est. Cost $131.52 Unrealized —

IBKR INTERACTIVE BROKERS GROUP IN 1.5%

Value ($000) $12,564 Shares 229,899 Est. Cost $9.82 Unrealized +29.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	650,756	$248,433	29.2%	$208.95	+92.8%	COM	225310101
UNH	UNITEDHEALTH GROUP INC	712,000	$177,373	20.9%	$201.55	+16.6%	COM	91324P102
LEN	LENNAR CORP	2,944,600	$115,281	13.6%	$37.43	0.0%	CL A	526057104
RNR	RENAISSANCERE HOLDINGS LTD	625,657	$83,650	9.8%	$88.61	+47.3%	COM	G7496G103
AMAT	APPLIED MATLS INC	2,505,000	$82,014	9.6%	$31.70	0.0%	COM	038222105
RAMP	LIVERAMP HLDGS INC	2,112,000	$81,587	9.6%	$45.28	0.0%	COM	53815P108
—	PIONEER NAT RES CO	377,000	$49,583	5.8%	$131.52	—	COM	723787107
IBKR	INTERACTIVE BROKERS GROUP IN	229,899	$12,564	1.5%	$9.82	+29.8%	COM CL A	45841N107