ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value ($000): $918,234 (100.0% shares, 0.0% debt)

Holdings (8)

SNX TD SYNNEX CORPORATION 30.4%

Value ($000) $278,925 Shares 2,683,000 Est. Cost $75.59 Unrealized +74.3%

HCA HCA HEALTHCARE INC 14.9%

Value ($000) $137,183 Shares 397,000 Est. Cost $145.36 Unrealized +119.7%

AMAT APPLIED MATLS INC 13.8%

Value ($000) $126,980 Shares 875,000 Est. Cost $117.93 Unrealized +41.3%

SN SHARKNINJA INC 13.4%

Value ($000) $123,030 Shares 1,475,000 Est. Cost $55.10 Unrealized +84.8%

COF CAPITAL ONE FINL CORP 10.4%

Value ($000) $95,746 Shares 534,000 Est. Cost $99.69 Unrealized +87.4%

CACC CREDIT ACCEP CORP MICH 8.1%

Value ($000) $74,766 Shares 144,797 Est. Cost $466.86 Unrealized +5.9%

ACHC ACADIA HEALTHCARE COMPANY IN 6.0%

Value ($000) $55,182 Shares 1,820,000 Est. Cost $38.10 Unrealized 0.0%

SLQT SELECTQUOTE INC 2.9%

Value ($000) $26,422 Shares 7,910,794 Est. Cost $13.07 Unrealized -67.5%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,683,000	$278,925	30.4%	$75.59	+74.3%	COM	87162W100
HCA	HCA HEALTHCARE INC	397,000	$137,183	14.9%	$145.36	+119.7%	COM	40412C101
AMAT	APPLIED MATLS INC	875,000	$126,980	13.8%	$117.93	+41.3%	COM	038222105
SN	SHARKNINJA INC	1,475,000	$123,030	13.4%	$55.10	+84.8%	COM SHS	G8068L108
COF	CAPITAL ONE FINL CORP	534,000	$95,746	10.4%	$99.69	+87.4%	COM	14040H105
CACC	CREDIT ACCEP CORP MICH	144,797	$74,766	8.1%	$466.86	+5.9%	COM	225310101
ACHC	ACADIA HEALTHCARE COMPANY IN	1,820,000	$55,182	6.0%	$38.10	0.0%	COM	00404A109
SLQT	SELECTQUOTE INC	7,910,794	$26,422	2.9%	$13.07	-67.5%	COM	816307300