ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Nov 16, 2020

Total Value: $800M (100.0% shares, 0.0% debt)

Holdings (10)

SNX SYNNEX CORP 22.2%

Value $178M Shares 1,267,508 Est. Cost $50.56 Unrealized +16.5%

HCA HCA HEALTHCARE INC 19.4%

Value $155M Shares 1,242,687 Est. Cost $112.94 Unrealized +4.7%

PGR PROGRESSIVE CORP 10.9%

Value $87.19M Shares 921,000 Est. Cost $76.50 Unrealized 0.0%

ACHC ACADIA HEALTHCARE COMPANY IN 10.5%

Value $83.92M Shares 2,846,740 Est. Cost $30.91 Unrealized -6.1%

UNH UNITEDHEALTH GROUP INC 9.7%

Value $77.94M Shares 250,000 Est. Cost $203.42 Unrealized +38.2%

GD GENERAL DYNAMICS CORP 7.7%

Value $61.6M Shares 445,000 Est. Cost $126.08 Unrealized +3.9%

CACC CREDIT ACCEP CORP MICH 7.6%

Value $60.9M Shares 179,850 Est. Cost $208.95 Unrealized +101.3%

RNR RENAISSANCERE HLDGS LTD 6.3%

Value $50.24M Shares 296,000 Est. Cost $88.61 Unrealized +99.6%

AMAT APPLIED MATLS INC 5.3%

Value $42.63M Shares 717,000 Est. Cost $58.88 Unrealized 0.0%

MD MEDNAX INC 0.4%

Value $2.941M Shares 180,676 Est. Cost $14.83 Unrealized +25.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNX	SYNNEX CORP	1,267,508	$178M	22.2%	$50.56	+16.5%	COM	87162W100
HCA	HCA HEALTHCARE INC	1,242,687	$155M	19.4%	$112.94	+4.7%	COM	40412C101
PGR	PROGRESSIVE CORP	921,000	$87.19M	10.9%	$76.50	0.0%	COM	743315103
ACHC	ACADIA HEALTHCARE COMPANY IN	2,846,740	$83.92M	10.5%	$30.91	-6.1%	COM	00404A109
UNH	UNITEDHEALTH GROUP INC	250,000	$77.94M	9.7%	$203.42	+38.2%	COM	91324P102
GD	GENERAL DYNAMICS CORP	445,000	$61.6M	7.7%	$126.08	+3.9%	COM	369550108
CACC	CREDIT ACCEP CORP MICH	179,850	$60.9M	7.6%	$208.95	+101.3%	COM	225310101
RNR	RENAISSANCERE HLDGS LTD	296,000	$50.24M	6.3%	$88.61	+99.6%	COM	G7496G103
AMAT	APPLIED MATLS INC	717,000	$42.63M	5.3%	$58.88	0.0%	COM	038222105
MD	MEDNAX INC	180,676	$2.941M	0.4%	$14.83	+25.5%	COM	58502B106