ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q1 2022 (← Previous) (Next →)

Filing Date: May 16, 2022

Total Value ($000): $1,179,295 (100.0% shares, 0.0% debt)

Holdings (12)

SNX TD SYNNEX CORPORATION 19.0%
Value ($000) $223,862 Shares 2,169,000 Est. Cost $63.30 Unrealized +58.9%
— PIONEER NAT RES CO 12.7%
Value ($000) $149,518 Shares 598,000 Est. Cost $181.88 Unrealized —
HCA HCA HEALTHCARE INC 12.6%
Value ($000) $149,119 Shares 595,000 Est. Cost $112.94 Unrealized +114.9%
UNH UNITEDHEALTH GROUP INC 8.2%
Value ($000) $96,894 Shares 190,000 Est. Cost $203.42 Unrealized +121.8%
AMAT APPLIED MATLS INC 7.9%
Value ($000) $92,919 Shares 705,000 Est. Cost $59.94 Unrealized +121.7%
GD GENERAL DYNAMICS CORP 7.2%
Value ($000) $84,895 Shares 352,000 Est. Cost $126.08 Unrealized +62.5%
PGR PROGRESSIVE CORP 7.0%
Value ($000) $82,757 Shares 726,000 Est. Cost $78.21 Unrealized +25.9%
ZIM ZIM INTEGRATED SHIPPING SERV 6.9%
Value ($000) $81,809 Shares 1,125,137 Est. Cost $37.93 Unrealized +82.4%
AFG AMERICAN FINL GROUP INC OHIO 6.5%
Value ($000) $76,451 Shares 525,000 Est. Cost $88.10 Unrealized +13.9%
CNXC CONCENTRIX CORP 5.2%
Value ($000) $61,777 Shares 370,900 Est. Cost $90.48 Unrealized +94.9%
RNR RENAISSANCERE HLDGS LTD 3.7%
Value ($000) $43,273 Shares 273,000 Est. Cost $88.61 Unrealized +75.4%
SLQT SELECTQUOTE INC 3.1%
Value ($000) $36,021 Shares 12,910,794 Est. Cost $13.07 Unrealized -63.1%