$1.34 Billion is the total value of ABRAMS BISON INVESTMENTS, LLC's 12 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SNX | Sell | TD SYNNEX CORPORATION | $248,047,000 | -2.2% | 2,169,000 | -11.0% | 18.52% | -1.9% |
| HCA | Sell | HCA HEALTHCARE INC | $205,022,000 | -18.6% | 798,000 | -23.1% | 15.31% | -18.4% |
| AMAT | Sell | APPLIED MATLS INC | $110,939,000 | +9.4% | 705,000 | -10.5% | 8.28% | +9.7% |
| PXD | New | PIONEER NAT RES CO | $108,764,000 | – | 598,000 | +100.0% | 8.12% | – |
| SLQT | Buy | SELECTQUOTE INC | $108,720,000 | +5.1% | 12,000,000 | +50.0% | 8.12% | +5.4% |
| ZIM | Buy | ZIM INTEGRATED SHIPPING SERV | $102,416,000 | +29.0% | 1,740,000 | +11.1% | 7.65% | +29.3% |
| PGR | Sell | PROGRESSIVE CORP | $102,137,000 | +5.1% | 995,000 | -7.4% | 7.63% | +5.4% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $95,407,000 | +19.1% | 190,000 | -7.3% | 7.12% | +19.4% |
| GD | Sell | GENERAL DYNAMICS CORP | $73,381,000 | -5.2% | 352,000 | -10.9% | 5.48% | -5.0% |
| AFG | Sell | AMERICAN FINL GROUP INC OHIO | $72,093,000 | -0.4% | 525,000 | -8.8% | 5.38% | -0.1% |
| CNXC | Sell | CONCENTRIX CORP | $66,250,000 | -60.1% | 370,900 | -60.4% | 4.95% | -59.9% |
| RNR | RENAISSANCERE HLDGS LTD | $46,227,000 | +21.5% | 273,000 | 0.0% | 3.45% | +21.8% | |
| CACC | Exit | CREDIT ACCEP CORP MICH | $0 | – | -14,000 | -100.0% | -0.61% | – |
| LEGO | Exit | LEGATO MERGER CORP | $0 | – | -1,334,600 | -100.0% | -1.04% | – |
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 2022-02-14
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.