ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q4 2021 (← Previous) (Next →)

Filing Date: Feb 14, 2022

Total Value ($000): $1,339,403 (100.0% shares, 0.0% debt)

Holdings (12)

SNX TD SYNNEX CORPORATION 18.5%

Value ($000) $248,047 Shares 2,169,000 Est. Cost $63.30 Unrealized +62.1%

HCA HCA HEALTHCARE INC 15.3%

Value ($000) $205,022 Shares 798,000 Est. Cost $112.94 Unrealized +109.0%

AMAT APPLIED MATLS INC 8.3%

Value ($000) $110,939 Shares 705,000 Est. Cost $59.94 Unrealized +132.9%

— PIONEER NAT RES CO 8.1%

Value ($000) $108,764 Shares 598,000 Est. Cost $181.88 Unrealized —

SLQT SELECTQUOTE INC 8.1%

Value ($000) $108,720 Shares 12,000,000 Est. Cost $13.69 Unrealized -19.9%

ZIM ZIM INTEGRATED SHIPPING SERV 7.6%

Value ($000) $102,416 Shares 1,740,000 Est. Cost $37.93 Unrealized +34.9%

PGR PROGRESSIVE CORP 7.6%

Value ($000) $102,137 Shares 995,000 Est. Cost $78.21 Unrealized +9.7%

UNH UNITEDHEALTH GROUP INC 7.1%

Value ($000) $95,407 Shares 190,000 Est. Cost $203.42 Unrealized +107.5%

GD GENERAL DYNAMICS CORP 5.5%

Value ($000) $73,381 Shares 352,000 Est. Cost $126.08 Unrealized +46.9%

AFG AMERICAN FINL GROUP INC OHIO 5.4%

Value ($000) $72,093 Shares 525,000 Est. Cost $88.10 Unrealized +11.0%

CNXC CONCENTRIX CORP 4.9%

Value ($000) $66,250 Shares 370,900 Est. Cost $90.48 Unrealized +82.9%

RNR RENAISSANCERE HLDGS LTD 3.5%

Value ($000) $46,227 Shares 273,000 Est. Cost $88.61 Unrealized +76.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,169,000	$248,047	18.5%	$63.30	+62.1%	COM	87162W100
HCA	HCA HEALTHCARE INC	798,000	$205,022	15.3%	$112.94	+109.0%	COM	40412C101
AMAT	APPLIED MATLS INC	705,000	$110,939	8.3%	$59.94	+132.9%	COM	038222105
—	PIONEER NAT RES CO	598,000	$108,764	8.1%	$181.88	—	COM	723787107
SLQT	SELECTQUOTE INC	12,000,000	$108,720	8.1%	$13.69	-19.9%	COM	816307300
ZIM	ZIM INTEGRATED SHIPPING SERV	1,740,000	$102,416	7.6%	$37.93	+34.9%	SHS	M9T951109
PGR	PROGRESSIVE CORP	995,000	$102,137	7.6%	$78.21	+9.7%	COM	743315103
UNH	UNITEDHEALTH GROUP INC	190,000	$95,407	7.1%	$203.42	+107.5%	COM	91324P102
GD	GENERAL DYNAMICS CORP	352,000	$73,381	5.5%	$126.08	+46.9%	COM	369550108
AFG	AMERICAN FINL GROUP INC OHIO	525,000	$72,093	5.4%	$88.10	+11.0%	COM	025932104
CNXC	CONCENTRIX CORP	370,900	$66,250	4.9%	$90.48	+82.9%	COM	20602D101
RNR	RENAISSANCERE HLDGS LTD	273,000	$46,227	3.5%	$88.61	+76.8%	COM	G7496G103