ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 14, 2019

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

Holdings (8)

CACC CREDIT ACCEP CORP MICH 29.2%

Value $248M Shares 650,756 Est. Cost $208.95 Unrealized +92.8%

UNH UNITEDHEALTH GROUP INC 20.9%

Value $177M Shares 712,000 Est. Cost $201.55 Unrealized +16.6%

LEN LENNAR CORP 13.6%

Value $115M Shares 2,944,600 Est. Cost $37.43 Unrealized 0.0%

RNR RENAISSANCERE HOLDINGS LTD 9.8%

Value $83.65M Shares 625,657 Est. Cost $88.61 Unrealized +47.3%

AMAT APPLIED MATLS INC 9.6%

Value $82.01M Shares 2,505,000 Est. Cost $31.70 Unrealized 0.0%

RAMP LIVERAMP HLDGS INC 9.6%

Value $81.59M Shares 2,112,000 Est. Cost $45.28 Unrealized 0.0%

— PIONEER NAT RES CO 5.8%

Value $49.58M Shares 377,000 Est. Cost $131.52 Unrealized —

IBKR INTERACTIVE BROKERS GROUP IN 1.5%

Value $12.56M Shares 229,899 Est. Cost $9.82 Unrealized +29.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	650,756	$248M	29.2%	$208.95	+92.8%	COM	225310101
UNH	UNITEDHEALTH GROUP INC	712,000	$177M	20.9%	$201.55	+16.6%	COM	91324P102
LEN	LENNAR CORP	2,944,600	$115M	13.6%	$37.43	0.0%	CL A	526057104
RNR	RENAISSANCERE HOLDINGS LTD	625,657	$83.65M	9.8%	$88.61	+47.3%	COM	G7496G103
AMAT	APPLIED MATLS INC	2,505,000	$82.01M	9.6%	$31.70	0.0%	COM	038222105
RAMP	LIVERAMP HLDGS INC	2,112,000	$81.59M	9.6%	$45.28	0.0%	COM	53815P108
—	PIONEER NAT RES CO	377,000	$49.58M	5.8%	$131.52	—	COM	723787107
IBKR	INTERACTIVE BROKERS GROUP IN	229,899	$12.56M	1.5%	$9.82	+29.8%	COM CL A	45841N107