ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Nov 14, 2024

Total Value: $1.158B (100.0% shares, 0.0% debt)

Holdings (10)

SNX TD SYNNEX CORPORATION 23.3%

Value $270M Shares 2,248,000 Est. Cost $64.72 Unrealized +75.1%

HCA HCA HEALTHCARE INC 14.5%

Value $167M Shares 412,000 Est. Cost $145.36 Unrealized +149.1%

SN SHARKNINJA INC 13.8%

Value $160M Shares 1,475,000 Est. Cost $55.10 Unrealized +57.9%

AMAT APPLIED MATLS INC 13.1%

Value $152M Shares 750,000 Est. Cost $107.72 Unrealized +87.9%

UNH UNITEDHEALTH GROUP INC 9.4%

Value $109M Shares 186,000 Est. Cost $473.12 Unrealized +15.9%

CACC CREDIT ACCEP CORP MICH 8.7%

Value $101M Shares 228,306 Est. Cost $466.86 Unrealized +5.2%

COF CAPITAL ONE FINL CORP 7.5%

Value $86.39M Shares 577,000 Est. Cost $99.69 Unrealized +40.3%

IBKR INTERACTIVE BROKERS GROUP IN 4.9%

Value $56.86M Shares 408,000 Est. Cost $15.38 Unrealized +99.8%

JPM JPMORGAN CHASE & CO. 3.3%

Value $38.8M Shares 184,000 Est. Cost $117.65 Unrealized +74.2%

SLQT SELECTQUOTE INC 1.5%

Value $17.17M Shares 7,910,794 Est. Cost $13.07 Unrealized -74.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,248,000	$270M	23.3%	$64.72	+75.1%	COM	87162W100
HCA	HCA HEALTHCARE INC	412,000	$167M	14.5%	$145.36	+149.1%	COM	40412C101
SN	SHARKNINJA INC	1,475,000	$160M	13.8%	$55.10	+57.9%	COM SHS	G8068L108
AMAT	APPLIED MATLS INC	750,000	$152M	13.1%	$107.72	+87.9%	COM	038222105
UNH	UNITEDHEALTH GROUP INC	186,000	$109M	9.4%	$473.12	+15.9%	COM	91324P102
CACC	CREDIT ACCEP CORP MICH	228,306	$101M	8.7%	$466.86	+5.2%	COM	225310101
COF	CAPITAL ONE FINL CORP	577,000	$86.39M	7.5%	$99.69	+40.3%	COM	14040H105
IBKR	INTERACTIVE BROKERS GROUP IN	408,000	$56.86M	4.9%	$15.38	+99.8%	COM CL A	45841N107
JPM	JPMORGAN CHASE & CO.	184,000	$38.8M	3.3%	$117.65	+74.2%	COM	46625H100
SLQT	SELECTQUOTE INC	7,910,794	$17.17M	1.5%	$13.07	-74.9%	COM	816307300