ABI
Abrams Bison Investments Portfolio holdings
AUM
$1.35B
1-Year Est. Return
29.9%
This Fund
S&P 500
1 Year Est. Return
+29.9%
AUM
$1.28B
AUM Growth
+$203M
(+19%)
Holding
9
Top Buys
| 1 | +$111M | |
| 2 | +$35.7M | |
| 3 | +$17.8M | |
| 4 |
New York Times
NYT
|
+$347K |
Sector Composition
| 1 | Technology | 50.62% |
| 2 | Healthcare | 22.99% |
| 3 | Consumer Discretionary | 10.47% |
| 4 | Financials | 9.55% |
| 5 | Communication Services | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
TD Synnex
SNX
$12.7B
| $426M | 33.42% |
2,603,254
|
|
||
2
Applied Materials
AMAT
$279B
| $219M | 17.21% |
1,072,000
+197,000
|
|
||
3
SharkNinja
SN
$15.6B
| $134M | 10.47% |
1,295,000
-480,000
|
|
||
4
Teleflex
TFX
$4.94B
| $112M | 8.8% |
+917,925
|
|
||
5
Acadia Healthcare
ACHC
$2.2B
| $108M | 8.5% |
4,380,000
+800,000
|
|
||
6
Capital One
COF
$113B
| $106M | 8.33% |
500,000
|
|
||
|
7
New York Times
NYT
$12.6B
| $81.3M | 6.37% |
1,416,086
+6,086
|
|
||
8
HCA Healthcare
HCA
$120B
| $72.5M | 5.68% |
170,000
-85,000
|
|
||
9
SelectQuote
SLQT
$117M
| $15.5M | 1.22% |
7,910,794
|
|