ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value ($000): $970,853 (100.0% shares, 0.0% debt)

Holdings (8)

SNX TD SYNNEX CORPORATION 27.2%

Value ($000) $263,645 Shares 2,248,000 Est. Cost $64.72 Unrealized +81.9%

SN SHARKNINJA INC 14.8%

Value ($000) $143,606 Shares 1,475,000 Est. Cost $55.10 Unrealized +85.2%

AMAT APPLIED MATLS INC 14.7%

Value ($000) $142,301 Shares 875,000 Est. Cost $117.93 Unrealized +51.9%

HCA HCA HEALTHCARE INC 12.3%

Value ($000) $119,160 Shares 397,000 Est. Cost $145.36 Unrealized +138.2%

COF CAPITAL ONE FINL CORP 10.2%

Value ($000) $99,503 Shares 558,000 Est. Cost $99.69 Unrealized +71.2%

UNH UNITEDHEALTH GROUP INC 9.4%

Value ($000) $91,055 Shares 180,000 Est. Cost $473.12 Unrealized +16.9%

CACC CREDIT ACCEP CORP MICH 8.5%

Value ($000) $82,156 Shares 175,000 Est. Cost $466.86 Unrealized -0.7%

SLQT SELECTQUOTE INC 3.0%

Value ($000) $29,428 Shares 7,910,794 Est. Cost $13.07 Unrealized -80.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,248,000	$263,645	27.2%	$64.72	+81.9%	COM	87162W100
SN	SHARKNINJA INC	1,475,000	$143,606	14.8%	$55.10	+85.2%	COM SHS	G8068L108
AMAT	APPLIED MATLS INC	875,000	$142,301	14.7%	$117.93	+51.9%	COM	038222105
HCA	HCA HEALTHCARE INC	397,000	$119,160	12.3%	$145.36	+138.2%	COM	40412C101
COF	CAPITAL ONE FINL CORP	558,000	$99,503	10.2%	$99.69	+71.2%	COM	14040H105
UNH	UNITEDHEALTH GROUP INC	180,000	$91,055	9.4%	$473.12	+16.9%	COM	91324P102
CACC	CREDIT ACCEP CORP MICH	175,000	$82,156	8.5%	$466.86	-0.7%	COM	225310101
SLQT	SELECTQUOTE INC	7,910,794	$29,428	3.0%	$13.07	-80.5%	COM	816307300