ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q3 2019 (← Previous) (Next →)

Filing Date: Nov 14, 2019

Total Value ($000): $1,001,259 (100.0% shares, 0.0% debt)

Holdings (8)

— PIONEER NAT RES CO 18.8%

Value ($000) $188,655 Shares 1,500,000 Est. Cost $129.51 Unrealized —

CACC CREDIT ACCEP CORP MICH 16.4%

Value ($000) $163,765 Shares 355,000 Est. Cost $208.95 Unrealized +126.1%

UNH UNITEDHEALTH GROUP INC 16.1%

Value ($000) $160,817 Shares 740,000 Est. Cost $203.42 Unrealized +6.7%

AMAT APPLIED MATLS INC 13.9%

Value ($000) $138,722 Shares 2,780,000 Est. Cost $33.05 Unrealized +37.2%

LEN LENNAR CORP 10.8%

Value ($000) $107,958 Shares 1,933,000 Est. Cost $37.43 Unrealized +19.9%

RAMP LIVERAMP HLDGS INC 8.7%

Value ($000) $86,779 Shares 2,020,000 Est. Cost $45.28 Unrealized +2.7%

RNR RENAISSANCERE HOLDINGS LTD 8.0%

Value ($000) $80,282 Shares 415,000 Est. Cost $88.61 Unrealized +110.1%

ACHC ACADIA HEALTHCARE COMPANY IN 7.4%

Value ($000) $74,281 Shares 2,390,000 Est. Cost $32.33 Unrealized -5.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
—	PIONEER NAT RES CO	1,500,000	$188,655	18.8%	$129.51	—	COM	723787107
CACC	CREDIT ACCEP CORP MICH	355,000	$163,765	16.4%	$208.95	+126.1%	COM	225310101
UNH	UNITEDHEALTH GROUP INC	740,000	$160,817	16.1%	$203.42	+6.7%	COM	91324P102
AMAT	APPLIED MATLS INC	2,780,000	$138,722	13.9%	$33.05	+37.2%	COM	038222105
LEN	LENNAR CORP	1,933,000	$107,958	10.8%	$37.43	+19.9%	CL A	526057104
RAMP	LIVERAMP HLDGS INC	2,020,000	$86,779	8.7%	$45.28	+2.7%	COM	53815P108
RNR	RENAISSANCERE HOLDINGS LTD	415,000	$80,282	8.0%	$88.61	+110.1%	COM	G7496G103
ACHC	ACADIA HEALTHCARE COMPANY IN	2,390,000	$74,281	7.4%	$32.33	-5.8%	COM	00404A109