$642 Million is the total value of ABRAMS BISON INVESTMENTS, LLC's 9 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CACC | CREDIT ACCEP CORP MICH | $109,781,000 | +63.9% | 262,000 | 0.0% | 17.09% | -12.6% | |
| QRTEA | Buy | QURATE RETAIL INC | $94,523,000 | +249.6% | 9,949,797 | +124.6% | 14.71% | +86.4% |
| HCA | Buy | HCA HEALTHCARE INC | $91,625,000 | +118.4% | 944,000 | +102.2% | 14.26% | +16.5% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $88,485,000 | +5.9% | 300,000 | -10.4% | 13.78% | -43.5% |
| SNX | New | SYNNEX CORP | $83,719,000 | – | 699,000 | +100.0% | 13.03% | – |
| ACHC | Buy | ACADIA HEALTHCARE COMPANY IN | $71,510,000 | +69.5% | 2,846,740 | +23.8% | 11.13% | -9.6% |
| RNR | RENAISSANCERE HOLDINGS LTD | $50,625,000 | +14.5% | 296,000 | 0.0% | 7.88% | -38.9% | |
| GD | New | GENERAL DYNAMICS CORP | $49,023,000 | – | 328,000 | +100.0% | 7.63% | – |
| MD | New | MEDNAX INC | $3,090,000 | – | 180,676 | +100.0% | 0.48% | – |
| TRTN | Exit | TRITON INTL LTDcl a | $0 | – | -175,000 | -100.0% | -1.32% | – |
| PXD | Exit | PIONEER NAT RES CO | $0 | – | -457,000 | -100.0% | -9.36% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | 38 | Q3 2022 | 15.2% |
| CREDIT ACCEP CORP MICH | 29 | Q3 2023 | 54.7% |
| GENERAL DYNAMICS CORP | 21 | Q1 2022 | 23.3% |
| PIONEER NAT RES CO | 21 | Q3 2023 | 18.8% |
| SIGNET JEWELERS LIMITED | 19 | Q4 2017 | 46.4% |
| APPLIED MATLS INC | 18 | Q3 2023 | 17.1% |
| UNITEDHEALTH GROUP INC | 17 | Q1 2022 | 28.2% |
| INTERACTIVE BROKERS GROUP IN | 17 | Q3 2023 | 12.2% |
| HCA HEALTHCARE INC | 15 | Q3 2023 | 19.4% |
| TD SYNNEX CORPORATION | 14 | Q3 2023 | 25.3% |
View ABRAMS BISON INVESTMENTS, LLC's complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| SelectQuote, Inc. | February 14, 2023 | 7,910,794 | 4.8% |
| CARVANA CO. | May 09, 2017 | 2,500,000 | 16.7% |
| FOSTER WHEELER AG | April 18, 2013 | 6,050,000 | 5.8% |
| HEIDRICK & STRUGGLES INTERNATIONAL INC | February 14, 2012 | 793,300 | 4.4% |
| AVIALL INC | February 14, 2006 | 2,819,600 | 8.3% |
View ABRAMS BISON INVESTMENTS, LLC's complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View ABRAMS BISON INVESTMENTS, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.