ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 14, 2023

Total Value ($000): $909,819 (100.0% shares, 0.0% debt)

Holdings (11)

SNX TD SYNNEX CORPORATION 24.9%

Value ($000) $226,682 Shares 2,270,000 Est. Cost $64.72 Unrealized +47.7%

AMAT APPLIED MATLS INC 14.1%

Value ($000) $127,928 Shares 924,000 Est. Cost $70.91 Unrealized +98.0%

HCA HCA HEALTHCARE INC 12.2%

Value ($000) $111,429 Shares 453,000 Est. Cost $124.46 Unrealized +115.6%

IBKR INTERACTIVE BROKERS GROUP IN 8.8%

Value ($000) $80,466 Shares 929,600 Est. Cost $15.38 Unrealized +42.7%

CACC CREDIT ACCEP CORP MICH 8.4%

Value ($000) $76,752 Shares 166,809 Est. Cost $453.41 Unrealized +11.7%

— PIONEER NAT RES CO 8.1%

Value ($000) $73,381 Shares 319,675 Est. Cost $181.88 Unrealized —

JPM JPMORGAN CHASE & CO 6.7%

Value ($000) $60,908 Shares 420,000 Est. Cost $117.65 Unrealized +21.0%

COF CAPITAL ONE FINL CORP 6.3%

Value ($000) $57,260 Shares 590,000 Est. Cost $99.69 Unrealized +3.4%

STNE STONECO LTD 4.8%

Value ($000) $43,319 Shares 4,059,872 Est. Cost $9.53 Unrealized —

NXST NEXSTAR MEDIA GROUP INC 4.7%

Value ($000) $42,438 Shares 296,000 Est. Cost $151.51 Unrealized -3.4%

SLQT SELECTQUOTE INC 1.0%

Value ($000) $9,256 Shares 7,910,794 Est. Cost $13.07 Unrealized -88.4%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,270,000	$226,682	24.9%	$64.72	+47.7%	COM	87162W100
AMAT	APPLIED MATLS INC	924,000	$127,928	14.1%	$70.91	+98.0%	COM	038222105
HCA	HCA HEALTHCARE INC	453,000	$111,429	12.2%	$124.46	+115.6%	COM	40412C101
IBKR	INTERACTIVE BROKERS GROUP IN	929,600	$80,466	8.8%	$15.38	+42.7%	COM CL A	45841N107
CACC	CREDIT ACCEP CORP MICH	166,809	$76,752	8.4%	$453.41	+11.7%	COM	225310101
—	PIONEER NAT RES CO	319,675	$73,381	8.1%	$181.88	—	COM	723787107
JPM	JPMORGAN CHASE & CO	420,000	$60,908	6.7%	$117.65	+21.0%	COM	46625H100
COF	CAPITAL ONE FINL CORP	590,000	$57,260	6.3%	$99.69	+3.4%	COM	14040H105
STNE	STONECO LTD	4,059,872	$43,319	4.8%	$9.53	—	COM CL A	G85158106
NXST	NEXSTAR MEDIA GROUP INC	296,000	$42,438	4.7%	$151.51	-3.4%	COMMON STOCK	65336K103
SLQT	SELECTQUOTE INC	7,910,794	$9,256	1.0%	$13.07	-88.4%	COM	816307300