$800 Million is the total value of ABRAMS BISON INVESTMENTS, LLC's 10 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNX | Buy | SYNNEX CORP | $177,527,000 | +112.1% | 1,267,508 | +81.3% | 22.20% | +70.3% |
| HCA | Buy | HCA HEALTHCARE INC | $154,938,000 | +69.1% | 1,242,687 | +31.6% | 19.37% | +35.8% |
| PGR | New | PROGRESSIVE CORP | $87,191,000 | – | 921,000 | +100.0% | 10.90% | – |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $83,922,000 | +17.4% | 2,846,740 | 0.0% | 10.49% | -5.7% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $77,943,000 | -11.9% | 250,000 | -16.7% | 9.74% | -29.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $61,601,000 | +25.7% | 445,000 | +35.7% | 7.70% | +0.9% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $60,904,000 | -44.5% | 179,850 | -31.4% | 7.62% | -55.4% |
| RNR | RENAISSANCERE HLDGS LTD | $50,243,000 | -0.8% | 296,000 | 0.0% | 6.28% | -20.3% | |
| AMAT | New | APPLIED MATLS INC | $42,626,000 | – | 717,000 | +100.0% | 5.33% | – |
| MD | MEDNAX INC | $2,941,000 | -4.8% | 180,676 | 0.0% | 0.37% | -23.5% | |
| QRTEA | Exit | QURATE RETAIL INC | $0 | – | -9,949,797 | -100.0% | -14.71% | – |
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 2020-11-16
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.