ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q4 2019 (← Previous) (Next →)

Filing Date: Feb 14, 2020

Total Value ($000): $689,642 (100.0% shares, 0.0% debt)

Holdings (8)

UNH UNITEDHEALTH GROUP INC 19.2%

Value ($000) $132,291 Shares 450,000 Est. Cost $203.42 Unrealized +16.3%

CACC CREDIT ACCEP CORP MICH 17.3%

Value ($000) $118,987 Shares 269,000 Est. Cost $208.95 Unrealized +110.8%

AMAT APPLIED MATLS INC 17.1%

Value ($000) $117,868 Shares 1,931,000 Est. Cost $33.05 Unrealized +60.4%

— PIONEER NAT RES CO 14.9%

Value ($000) $102,477 Shares 677,000 Est. Cost $129.51 Unrealized —

ACHC ACADIA HEALTHCARE COMPANY IN 11.5%

Value ($000) $79,396 Shares 2,390,000 Est. Cost $32.33 Unrealized -3.1%

LEN LENNAR CORP 10.0%

Value ($000) $69,180 Shares 1,240,000 Est. Cost $37.43 Unrealized +40.4%

RNR RENAISSANCERE HOLDINGS LTD 9.0%

Value ($000) $61,746 Shares 315,000 Est. Cost $88.61 Unrealized +113.8%

RAMP LIVERAMP HLDGS INC 1.1%

Value ($000) $7,697 Shares 160,131 Est. Cost $45.28 Unrealized -0.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	450,000	$132,291	19.2%	$203.42	+16.3%	COM	91324P102
CACC	CREDIT ACCEP CORP MICH	269,000	$118,987	17.3%	$208.95	+110.8%	COM	225310101
AMAT	APPLIED MATLS INC	1,931,000	$117,868	17.1%	$33.05	+60.4%	COM	038222105
—	PIONEER NAT RES CO	677,000	$102,477	14.9%	$129.51	—	COM	723787107
ACHC	ACADIA HEALTHCARE COMPANY IN	2,390,000	$79,396	11.5%	$32.33	-3.1%	COM	00404A109
LEN	LENNAR CORP	1,240,000	$69,180	10.0%	$37.43	+40.4%	CL A	526057104
RNR	RENAISSANCERE HOLDINGS LTD	315,000	$61,746	9.0%	$88.61	+113.8%	COM	G7496G103
RAMP	LIVERAMP HLDGS INC	160,131	$7,697	1.1%	$45.28	-0.8%	COM	53815P108