Abrams Bison Investments 13F, Q1 2024
Abrams Bison · quarter ending 31 March 2024 · filed 15 May 2024 · SEC CIK 1317588
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2024
Weights are against the whole filed book. Changes are in shares held, against the Q4 2023 filing.
| Company | Ticker | Value | % of book | vs Q4 2023 |
|---|---|---|---|---|
| TD SYNNEX CORPORATION | SNX | $254.25M | 22.7% | unchanged |
| APPLIED MATLS INC | AMAT | $187.67M | 16.8% | unchanged |
| HCA HEALTHCARE INC | HCA | $153.42M | 13.7% | -16% shares |
| CREDIT ACCEP CORP MICH | CACC | $96.52M | 8.6% | +7% shares |
| INTERACTIVE BROKERS GROUP IN | IBKR | $90.82M | 8.1% | -11% shares |
| CAPITAL ONE FINL CORP | COF | $85.91M | 7.7% | unchanged |
| JPMORGAN CHASE & CO | JPM | $80.72M | 7.2% | -3% shares |
| SHARKNINJA INC | $80.35M | 7.2% | new | |
| PIONEER NAT RES CO | $73.50M | 6.6% | -7% shares | |
| SELECTQUOTE INC | SLQT | $15.82M | 1.4% | unchanged |
| PENNYMAC FINL SVCS INC NEW | PFSI | $1.18M | 0.1% | new |
What changed since Q4 2023
Against the Q4 2023 filing, Abrams Bison Investments opened 2 new positions, added to 1, trimmed 4, left 4 unchanged and exited 2. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-24-003206, 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.