ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q1 2021 (← Previous) (Next →)

Filing Date: May 17, 2021

Total Value: $1.109B (100.0% shares, 0.0% debt)

Holdings (12)

SNX SYNNEX CORP 24.9%

Value $276M Shares 2,400,000 Est. Cost $62.55 Unrealized +40.1%

HCA HCA HEALTHCARE INC 17.6%

Value $195M Shares 1,038,000 Est. Cost $112.94 Unrealized +49.6%

CNXC CONCENTRIX CORP 12.7%

Value $140M Shares 937,000 Est. Cost $90.48 Unrealized +24.1%

AMAT APPLIED MATLS INC 9.5%

Value $105M Shares 788,000 Est. Cost $59.94 Unrealized +76.4%

PGR PROGRESSIVE CORP 7.9%

Value $88.06M Shares 921,000 Est. Cost $76.50 Unrealized +5.9%

UNH UNITEDHEALTH GROUP INC 6.9%

Value $76.27M Shares 205,000 Est. Cost $203.42 Unrealized +57.1%

GD GENERAL DYNAMICS CORP 6.5%

Value $71.72M Shares 395,000 Est. Cost $126.08 Unrealized +16.6%

CACC CREDIT ACCEP CORP MICH 5.6%

Value $61.56M Shares 170,900 Est. Cost $208.95 Unrealized +73.5%

RNR RENAISSANCERE HLDGS LTD 3.9%

Value $43.75M Shares 273,000 Est. Cost $88.61 Unrealized +82.3%

ACHC ACADIA HEALTHCARE COMPANY IN 2.8%

Value $31.3M Shares 547,805 Est. Cost $30.91 Unrealized +75.0%

ZIM ZIM INTEGRATED SHIPPING SERV 1.3%

Value $14.97M Shares 614,863 Est. Cost $20.61 Unrealized 0.0%

MD MEDNAX INC 0.4%

Value $4.602M Shares 180,676 Est. Cost $14.83 Unrealized +72.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNX	SYNNEX CORP	2,400,000	$276M	24.9%	$62.55	+40.1%	COM	87162W100
HCA	HCA HEALTHCARE INC	1,038,000	$195M	17.6%	$112.94	+49.6%	COM	40412C101
CNXC	CONCENTRIX CORP	937,000	$140M	12.7%	$90.48	+24.1%	COM	20602D101
AMAT	APPLIED MATLS INC	788,000	$105M	9.5%	$59.94	+76.4%	COM	038222105
PGR	PROGRESSIVE CORP	921,000	$88.06M	7.9%	$76.50	+5.9%	COM	743315103
UNH	UNITEDHEALTH GROUP INC	205,000	$76.27M	6.9%	$203.42	+57.1%	COM	91324P102
GD	GENERAL DYNAMICS CORP	395,000	$71.72M	6.5%	$126.08	+16.6%	COM	369550108
CACC	CREDIT ACCEP CORP MICH	170,900	$61.56M	5.6%	$208.95	+73.5%	COM	225310101
RNR	RENAISSANCERE HLDGS LTD	273,000	$43.75M	3.9%	$88.61	+82.3%	COM	G7496G103
ACHC	ACADIA HEALTHCARE COMPANY IN	547,805	$31.3M	2.8%	$30.91	+75.0%	COM	00404A109
ZIM	ZIM INTEGRATED SHIPPING SERV	614,863	$14.97M	1.3%	$20.61	0.0%	SHS	M9T951109
MD	MEDNAX INC	180,676	$4.602M	0.4%	$14.83	+72.8%	COM	58502B106