ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value: $342M (100.0% shares, 0.0% debt)

Holdings (8)

UNH UNITEDHEALTH GROUP INC 24.4%

Value $83.54M Shares 335,000 Est. Cost $203.42 Unrealized +22.8%

CACC CREDIT ACCEP CORP MICH 19.6%

Value $66.99M Shares 262,000 Est. Cost $208.95 Unrealized +93.1%

RNR RENAISSANCERE HOLDINGS LTD 12.9%

Value $44.2M Shares 296,000 Est. Cost $88.61 Unrealized +100.8%

ACHC ACADIA HEALTHCARE COMPANY IN 12.3%

Value $42.19M Shares 2,298,935 Est. Cost $32.33 Unrealized -11.4%

HCA HCA HEALTHCARE INC 12.2%

Value $41.95M Shares 466,850 Est. Cost $123.42 Unrealized 0.0%

— PIONEER NAT RES CO 9.4%

Value $32.06M Shares 457,000 Est. Cost $129.51 Unrealized —

— QURATE RETAIL INC 7.9%

Value $27.04M Shares 4,429,098 Est. Cost $6.11 Unrealized —

— TRITON INTL LTD 1.3%

Value $4.527M Shares 175,000 Est. Cost $25.87 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
UNH	UNITEDHEALTH GROUP INC	335,000	$83.54M	24.4%	$203.42	+22.8%	COM	91324P102
CACC	CREDIT ACCEP CORP MICH	262,000	$66.99M	19.6%	$208.95	+93.1%	COM	225310101
RNR	RENAISSANCERE HOLDINGS LTD	296,000	$44.2M	12.9%	$88.61	+100.8%	COM	G7496G103
ACHC	ACADIA HEALTHCARE COMPANY IN	2,298,935	$42.19M	12.3%	$32.33	-11.4%	COM	00404A109
HCA	HCA HEALTHCARE INC	466,850	$41.95M	12.2%	$123.42	0.0%	COM	40412C101
—	PIONEER NAT RES CO	457,000	$32.06M	9.4%	$129.51	—	COM	723787107
—	QURATE RETAIL INC	4,429,098	$27.04M	7.9%	$6.11	—	COM SER A	74915M100
—	TRITON INTL LTD	175,000	$4.527M	1.3%	$25.87	—	CL A	G9078F107