$886 Million is the total value of ABRAMS BISON INVESTMENTS, LLC's 11 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HCA | Sell | HCA HEALTHCARE INC | $170,709,000 | +10.2% | 1,038,000 | -16.5% | 19.28% | -0.5% |
| SNX | Buy | SYNNEX CORP | $170,210,000 | -4.1% | 2,090,000 | +64.9% | 19.22% | -13.4% |
| CNXC | New | CONCENTRIX CORP | $92,482,000 | – | 937,000 | +100.0% | 10.44% | – |
| PGR | PROGRESSIVE CORP | $91,068,000 | +4.4% | 921,000 | 0.0% | 10.28% | -5.7% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $71,889,000 | -7.8% | 205,000 | -18.0% | 8.12% | -16.7% |
| AMAT | Buy | APPLIED MATLS INC | $68,004,000 | +59.5% | 788,000 | +9.9% | 7.68% | +44.1% |
| CACC | Sell | CREDIT ACCEP CORP MICH | $59,155,000 | -2.9% | 170,900 | -5.0% | 6.68% | -12.3% |
| GD | Sell | GENERAL DYNAMICS CORP | $58,784,000 | -4.6% | 395,000 | -11.2% | 6.64% | -13.8% |
| ACHC | Sell | ACADIA HEALTHCARE COMPANY IN | $53,577,000 | -36.2% | 1,066,000 | -62.6% | 6.05% | -42.3% |
| RNR | Sell | RENAISSANCERE HLDGS LTD | $45,269,000 | -9.9% | 273,000 | -7.8% | 5.11% | -18.6% |
| MD | MEDNAX INC | $4,434,000 | +50.8% | 180,676 | 0.0% | 0.50% | +36.1% |
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 2021-02-16
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.