Abrams Bison Investments, LLC 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Abrams Bison Investments, LLC disclosed 8 US equity positions worth $970.9m in its Q4 2024 13F filing. The largest position was SNX at 27.2% of the reported book, followed by SN and AMAT. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 4 among the top 8 holdings.
What did Abrams Bison Investments, LLC own in Q4 2024? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | Technology | 27.2% | $263.6m | 2,248,000 | 0% | held |
| 2 | SN SHARKNINJA INC | Consumer Cyclical | 14.8% | $143.6m | 1,475,000 | 0% | held |
| 3 | AMAT APPLIED MATLS INC | Technology | 14.7% | $142.3m | 875,000 | 17% | added |
| 4 | HCA HCA HEALTHCARE INC | Healthcare | 12.3% | $119.2m | 397,000 | -4% | reduced |
| 5 | COF CAPITAL ONE FINL CORP | Financial Services | 10.2% | $99.5m | 558,000 | -3% | reduced |
| 6 | UNH UNITEDHEALTH GROUP INC | Healthcare | 9.4% | $91.1m | 180,000 | -3% | reduced |
| 7 | CACC CREDIT ACCEP CORP MICH | Financial Services | 8.5% | $82.2m | 175,000 | -23% | reduced |
| 8 | SLQT SELECTQUOTE INC | Financial Services | 3.0% | $29.4m | 7,910,794 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.