Abrams Bison Investments 13F, Q2 2023
Abrams Bison · quarter ending 30 June 2023 · filed 14 August 2023 · SEC CIK 1317588
$997.07M
Filed US book
12
Positions
21.4%
Largest position
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2023
Weights are against the whole filed book.
| Company | Ticker | Value | % of book |
|---|---|---|---|
| TD SYNNEX CORPORATION | SNX | $213.38M | 21.4% |
| HCA HEALTHCARE INC | HCA | $147.19M | 14.8% |
| APPLIED MATLS INC | AMAT | $133.55M | 13.4% |
| CREDIT ACCEP CORP MICH | CACC | $84.73M | 8.5% |
| INTERACTIVE BROKERS GROUP IN | IBKR | $77.22M | 7.7% |
| PIONEER NAT RES CO | $66.23M | 6.6% | |
| CAPITAL ONE FINL CORP | COF | $64.53M | 6.5% |
| JPMORGAN CHASE & CO | JPM | $61.08M | 6.1% |
| STONECO LTD | $51.72M | 5.2% | |
| NEXSTAR MEDIA GROUP INC | NXST | $49.30M | 4.9% |
| ANTERO RESOURCES CORP | AR | $32.70M | 3.3% |
| SELECTQUOTE INC | SLQT | $15.43M | 1.6% |
This is the earliest Abrams Bison Investments 13F we hold, so there is no earlier filing here to compare it with.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-23-004821, filed by ABRAMS BISON INVESTMENTS, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.