ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q1 2019 (← Previous) (Next →)

Filing Date: May 15, 2019

Total Value ($000): $898,979 (100.0% shares, 0.0% debt)

Holdings (8)

CACC CREDIT ACCEP CORP MICH 24.5%

Value ($000) $220,090 Shares 487,000 Est. Cost $208.95 Unrealized +106.0%

UNH UNITEDHEALTH GROUP INC 21.1%

Value ($000) $189,648 Shares 767,000 Est. Cost $203.42 Unrealized +11.9%

RAMP LIVERAMP HLDGS INC 12.8%

Value ($000) $115,252 Shares 2,112,000 Est. Cost $45.28 Unrealized +9.5%

AMAT APPLIED MATLS INC 11.1%

Value ($000) $99,348 Shares 2,505,000 Est. Cost $31.70 Unrealized +11.4%

LEN LENNAR CORP 10.6%

Value ($000) $95,726 Shares 1,950,000 Est. Cost $37.43 Unrealized +11.1%

RNR RENAISSANCERE HOLDINGS LTD 10.0%

Value ($000) $89,782 Shares 625,657 Est. Cost $88.61 Unrealized +57.9%

— PIONEER NAT RES CO 8.6%

Value ($000) $77,206 Shares 507,000 Est. Cost $136.84 Unrealized —

IBKR INTERACTIVE BROKERS GROUP IN 1.3%

Value ($000) $11,927 Shares 229,899 Est. Cost $9.82 Unrealized +28.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	487,000	$220,090	24.5%	$208.95	+106.0%	COM	225310101
UNH	UNITEDHEALTH GROUP INC	767,000	$189,648	21.1%	$203.42	+11.9%	COM	91324P102
RAMP	LIVERAMP HLDGS INC	2,112,000	$115,252	12.8%	$45.28	+9.5%	COM	53815P108
AMAT	APPLIED MATLS INC	2,505,000	$99,348	11.1%	$31.70	+11.4%	COM	038222105
LEN	LENNAR CORP	1,950,000	$95,726	10.6%	$37.43	+11.1%	CL A	526057104
RNR	RENAISSANCERE HOLDINGS LTD	625,657	$89,782	10.0%	$88.61	+57.9%	COM	G7496G103
—	PIONEER NAT RES CO	507,000	$77,206	8.6%	$136.84	—	COM	723787107
IBKR	INTERACTIVE BROKERS GROUP IN	229,899	$11,927	1.3%	$9.82	+28.2%	COM CL A	45841N107