ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Feb 14, 2025

Total Value: $971M (100.0% shares, 0.0% debt)

Holdings (8)

SNX TD SYNNEX CORPORATION 27.2%

Value $264M Shares 2,248,000 Est. Cost $64.72 Unrealized +81.9%

SN SHARKNINJA INC 14.8%

Value $144M Shares 1,475,000 Est. Cost $55.10 Unrealized +85.2%

AMAT APPLIED MATLS INC 14.7%

Value $142M Shares 875,000 Est. Cost $117.93 Unrealized +51.9%

HCA HCA HEALTHCARE INC 12.3%

Value $119M Shares 397,000 Est. Cost $145.36 Unrealized +138.2%

COF CAPITAL ONE FINL CORP 10.2%

Value $99.5M Shares 558,000 Est. Cost $99.69 Unrealized +71.2%

UNH UNITEDHEALTH GROUP INC 9.4%

Value $91.05M Shares 180,000 Est. Cost $473.12 Unrealized +16.9%

CACC CREDIT ACCEP CORP MICH 8.5%

Value $82.16M Shares 175,000 Est. Cost $466.86 Unrealized -0.7%

SLQT SELECTQUOTE INC 3.0%

Value $29.43M Shares 7,910,794 Est. Cost $13.07 Unrealized -80.5%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,248,000	$264M	27.2%	$64.72	+81.9%	COM	87162W100
SN	SHARKNINJA INC	1,475,000	$144M	14.8%	$55.10	+85.2%	COM SHS	G8068L108
AMAT	APPLIED MATLS INC	875,000	$142M	14.7%	$117.93	+51.9%	COM	038222105
HCA	HCA HEALTHCARE INC	397,000	$119M	12.3%	$145.36	+138.2%	COM	40412C101
COF	CAPITAL ONE FINL CORP	558,000	$99.5M	10.2%	$99.69	+71.2%	COM	14040H105
UNH	UNITEDHEALTH GROUP INC	180,000	$91.05M	9.4%	$473.12	+16.9%	COM	91324P102
CACC	CREDIT ACCEP CORP MICH	175,000	$82.16M	8.5%	$466.86	-0.7%	COM	225310101
SLQT	SELECTQUOTE INC	7,910,794	$29.43M	3.0%	$13.07	-80.5%	COM	816307300