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ABI

Abrams Bison Investments Portfolio holdings

AUM $2.31B
1-Year Est. Return 40.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+40.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
+$962M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$882M
2
+$119M
3
+$36.9M
4
SN icon
SharkNinja
SN
+$24.3M
5
TFX icon
Teleflex
TFX
+$3.42M

Top Sells

1
+$77M
2
+$63.2M
3
+$11.3M

Sector Composition

1 Industrials 35.38%
2 Technology 28.61%
3 Consumer Discretionary 17.7%
4 Healthcare 9.61%
5 Communication Services 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUNB
1
Sunbelt Rentals Holdings
SUNB
$34.5B
$818M 35.38%
+12,561,085
SNX icon
2
TD Synnex
SNX
$22.5B
$420M 18.2%
2,492,357
+15,357
AMAT icon
3
Applied Materials
AMAT
$450B
$241M 10.41%
704,000
-188,000
SN icon
4
SharkNinja
SN
$19B
$152M 6.58%
1,436,000
+208,000
URBN icon
5
Urban Outfitters
URBN
$6.66B
$141M 6.1%
2,226,000
+537,000
TFX icon
6
Teleflex
TFX
$5.79B
$120M 5.18%
1,000,000
+31,000
NYT icon
7
New York Times
NYT
$12B
$119M 5.13%
1,416,086
BFAM icon
8
Bright Horizons
BFAM
$3.41B
$116M 5.02%
+1,413,000
ACHC icon
9
Acadia Healthcare
ACHC
$2.31B
$102M 4.43%
4,380,000
COF icon
10
Capital One
COF
$115B
$77.5M 3.36%
425,000
-54,000
SLQT icon
11
SelectQuote
SLQT
$157M
$4.98M 0.22%
7,910,794
HCA icon
12
HCA Healthcare
HCA
$85.9B
– –
-165,000