ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q4 2020 (← Previous) (Next →)

Filing Date: Feb 16, 2021

Total Value ($000): $885,581 (100.0% shares, 0.0% debt)

Holdings (11)

HCA HCA HEALTHCARE INC 19.3%

Value ($000) $170,709 Shares 1,038,000 Est. Cost $112.94 Unrealized +23.8%

SNX SYNNEX CORP 19.2%

Value ($000) $170,210 Shares 2,090,000 Est. Cost $58.84 Unrealized +21.7%

CNXC CONCENTRIX CORP 10.4%

Value ($000) $92,482 Shares 937,000 Est. Cost $90.48 Unrealized 0.0%

PGR PROGRESSIVE CORP 10.3%

Value ($000) $91,068 Shares 921,000 Est. Cost $76.50 Unrealized +5.4%

UNH UNITEDHEALTH GROUP INC 8.1%

Value ($000) $71,889 Shares 205,000 Est. Cost $203.42 Unrealized +51.5%

AMAT APPLIED MATLS INC 7.7%

Value ($000) $68,004 Shares 788,000 Est. Cost $59.94 Unrealized +17.9%

CACC CREDIT ACCEP CORP MICH 6.7%

Value ($000) $59,155 Shares 170,900 Est. Cost $208.95 Unrealized +56.3%

GD GENERAL DYNAMICS CORP 6.6%

Value ($000) $58,784 Shares 395,000 Est. Cost $126.08 Unrealized +3.6%

ACHC ACADIA HEALTHCARE COMPANY IN 6.0%

Value ($000) $53,577 Shares 1,066,000 Est. Cost $30.91 Unrealized +28.9%

RNR RENAISSANCERE HLDGS LTD 5.1%

Value ($000) $45,269 Shares 273,000 Est. Cost $88.61 Unrealized +91.7%

MD MEDNAX INC 0.5%

Value ($000) $4,434 Shares 180,676 Est. Cost $14.83 Unrealized +26.6%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
HCA	HCA HEALTHCARE INC	1,038,000	$170,709	19.3%	$112.94	+23.8%	COM	40412C101
SNX	SYNNEX CORP	2,090,000	$170,210	19.2%	$58.84	+21.7%	COM	87162W100
CNXC	CONCENTRIX CORP	937,000	$92,482	10.4%	$90.48	0.0%	COM	20602D101
PGR	PROGRESSIVE CORP	921,000	$91,068	10.3%	$76.50	+5.4%	COM	743315103
UNH	UNITEDHEALTH GROUP INC	205,000	$71,889	8.1%	$203.42	+51.5%	COM	91324P102
AMAT	APPLIED MATLS INC	788,000	$68,004	7.7%	$59.94	+17.9%	COM	038222105
CACC	CREDIT ACCEP CORP MICH	170,900	$59,155	6.7%	$208.95	+56.3%	COM	225310101
GD	GENERAL DYNAMICS CORP	395,000	$58,784	6.6%	$126.08	+3.6%	COM	369550108
ACHC	ACADIA HEALTHCARE COMPANY IN	1,066,000	$53,577	6.0%	$30.91	+28.9%	COM	00404A109
RNR	RENAISSANCERE HLDGS LTD	273,000	$45,269	5.1%	$88.61	+91.7%	COM	G7496G103
MD	MEDNAX INC	180,676	$4,434	0.5%	$14.83	+26.6%	COM	58502B106