ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q4 2023 (← Previous) (Next →)

Filing Date: Feb 14, 2024

Total Value ($000): $997,604 (100.0% shares, 0.0% debt)

Holdings (11)

SNX TD SYNNEX CORPORATION 24.2%

Value ($000) $241,907 Shares 2,248,000 Est. Cost $64.72 Unrealized +47.0%

HCA HCA HEALTHCARE INC 14.9%

Value ($000) $148,874 Shares 550,000 Est. Cost $145.36 Unrealized +67.2%

AMAT APPLIED MATLS INC 14.8%

Value ($000) $147,484 Shares 910,000 Est. Cost $70.91 Unrealized +103.3%

CACC CREDIT ACCEP CORP MICH 8.8%

Value ($000) $87,368 Shares 164,000 Est. Cost $453.41 Unrealized -0.8%

COF CAPITAL ONE FINL CORP 7.6%

Value ($000) $76,181 Shares 581,000 Est. Cost $99.69 Unrealized +4.9%

IBKR INTERACTIVE BROKERS GROUP IN 7.6%

Value ($000) $75,605 Shares 912,000 Est. Cost $15.38 Unrealized +31.4%

JPM JPMORGAN CHASE & CO 7.1%

Value ($000) $70,421 Shares 414,000 Est. Cost $117.65 Unrealized +23.2%

— PIONEER NAT RES CO 6.8%

Value ($000) $67,914 Shares 302,000 Est. Cost $181.88 Unrealized —

NXST NEXSTAR MEDIA GROUP INC 4.6%

Value ($000) $45,771 Shares 292,000 Est. Cost $151.51 Unrealized -12.1%

STNE STONECO LTD 2.5%

Value ($000) $25,242 Shares 1,400,000 Est. Cost $9.53 Unrealized —

SLQT SELECTQUOTE INC 1.1%

Value ($000) $10,838 Shares 7,910,794 Est. Cost $13.07 Unrealized -90.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,248,000	$241,907	24.2%	$64.72	+47.0%	COM	87162W100
HCA	HCA HEALTHCARE INC	550,000	$148,874	14.9%	$145.36	+67.2%	COM	40412C101
AMAT	APPLIED MATLS INC	910,000	$147,484	14.8%	$70.91	+103.3%	COM	038222105
CACC	CREDIT ACCEP CORP MICH	164,000	$87,368	8.8%	$453.41	-0.8%	COM	225310101
COF	CAPITAL ONE FINL CORP	581,000	$76,181	7.6%	$99.69	+4.9%	COM	14040H105
IBKR	INTERACTIVE BROKERS GROUP IN	912,000	$75,605	7.6%	$15.38	+31.4%	COM CL A	45841N107
JPM	JPMORGAN CHASE & CO	414,000	$70,421	7.1%	$117.65	+23.2%	COM	46625H100
—	PIONEER NAT RES CO	302,000	$67,914	6.8%	$181.88	—	COM	723787107
NXST	NEXSTAR MEDIA GROUP INC	292,000	$45,771	4.6%	$151.51	-12.1%	COMMON STOCK	65336K103
STNE	STONECO LTD	1,400,000	$25,242	2.5%	$9.53	—	COM CL A	G85158106
SLQT	SELECTQUOTE INC	7,910,794	$10,838	1.1%	$13.07	-90.0%	COM	816307300