ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 14, 2019

Total Value: $965M (100.0% shares, 0.0% debt)

Holdings (8)

CACC CREDIT ACCEP CORP MICH 20.2%

Value $195M Shares 403,373 Est. Cost $208.95 Unrealized +127.4%

UNH UNITEDHEALTH GROUP INC 19.4%

Value $187M Shares 767,000 Est. Cost $203.42 Unrealized +5.9%

AMAT APPLIED MATLS INC 11.7%

Value $113M Shares 2,505,000 Est. Cost $31.70 Unrealized +24.1%

RNR RENAISSANCERE HOLDINGS LTD 11.5%

Value $111M Shares 625,657 Est. Cost $88.61 Unrealized +85.5%

RAMP LIVERAMP HLDGS INC 10.6%

Value $102M Shares 2,112,000 Est. Cost $45.28 Unrealized +19.7%

LEN LENNAR CORP 9.8%

Value $94.5M Shares 1,950,000 Est. Cost $37.43 Unrealized +22.6%

ACHC ACADIA HEALTHCARE COMPANY IN 8.7%

Value $83.53M Shares 2,390,000 Est. Cost $32.33 Unrealized 0.0%

— PIONEER NAT RES CO 8.1%

Value $78.01M Shares 507,000 Est. Cost $136.84 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CACC	CREDIT ACCEP CORP MICH	403,373	$195M	20.2%	$208.95	+127.4%	COM	225310101
UNH	UNITEDHEALTH GROUP INC	767,000	$187M	19.4%	$203.42	+5.9%	COM	91324P102
AMAT	APPLIED MATLS INC	2,505,000	$113M	11.7%	$31.70	+24.1%	COM	038222105
RNR	RENAISSANCERE HOLDINGS LTD	625,657	$111M	11.5%	$88.61	+85.5%	COM	G7496G103
RAMP	LIVERAMP HLDGS INC	2,112,000	$102M	10.6%	$45.28	+19.7%	COM	53815P108
LEN	LENNAR CORP	1,950,000	$94.5M	9.8%	$37.43	+22.6%	CL A	526057104
ACHC	ACADIA HEALTHCARE COMPANY IN	2,390,000	$83.53M	8.7%	$32.33	0.0%	COM	00404A109
—	PIONEER NAT RES CO	507,000	$78.01M	8.1%	$136.84	—	COM	723787107