Top 10 Stock Picks of Gavin Abrams’ Abrams Bison Investments

Published on October 13, 2022 at 9:52 am by Burha Kabbir in Hedge Funds, News

In this article, we discuss the 10 top stock picks of Gavin Abrams’ Abrams Bison Investments. If you want to skip reading about Gavin Abram’s investment strategy and his hedge fund’s performance, you can go directly to the Top 5 Stock Picks of Gavin Abrams’ Abrams Bison Investments.

Based out of Bethesda, Abrams Bison Investment is a hedge fund managed by Gavin Abrams with a portfolio value of about $884 million as of the end of the second quarter. Founded by Gavin Abrams in 1999, the hedge fund commenced operations in early 2000. Abrams has made a name for himself in the industry by employing value focused long-term investment strategy. This involves a careful selection of companies that are currently trading well below their actual value.

Gavin Abrams completed his BA in Economics from Harvard University in 1994. He then went to work as an analyst at ESL Investments before starting Abrams Bison Investments in early 2000. Abrams Bison Investments’s portfolio is diversified across 6 sectors. In 2022, Abrams Bison Investments hedge fund focused more on information and technology, finance, healthcare, and energy stocks.

The majority of the companies in the fund’s portfolio are large-cap stocks including some big names like HCA Healthcare, Inc. (NYSE:HCA) and Pioneer Natural Resources Company (NYSE:PXD).

Photo by Adam Nowakowski on Unsplash

Our Methodology

The companies listed below were picked from the investment portfolio of Abrams Bison Investments as of the end of the second quarter of 2022. These are the top 10 picks of the hedge fund.

Stock Picks of Gavin Abrams’ Abrams Bison Investments

10. SelectQuote, Inc. (NYSE:SLQT)

Stake Value in Abrams Bison Investments’s 13F Portfolio: $32.01 million

Percentage of Abrams Bison Investments portfolio: 3.62%

Number of Hedge Funds: 9

Headquartered in Kansas, SelectQuote, Inc. (NYSE:SLQT) sells a range of insurance products and healthcare services in the USA. The company operates through three segments: Senior, Life, and Auto & Home.

Latest data shows that Abrams Bison Investments owned 12.91 million shares in SelectQuote, Inc. (NYSE:SLQT) at the end of the second quarter of 2022 worth over $32.01 million, representing 3.62% of the portfolio, a 0.57% increase from the previous quarter.

With the newly amended credit agreement in August 2022 and increased earnings from other sectors of the business, SelectQuote, Inc. (NYSE:SLQT) is on a growth trajectory. Ben Hendrix, an analyst with RBC Capital, maintained a Sector Perform rating on SelectQuote, Inc. (NYSE:SLQT) in August 2022 and lowered the firm’s price target from $3 to $2.

At the end of the second quarter of 2022, 9 hedge funds in the database of Insider Monkey held stakes worth $87 million in SelectQuote, Inc. (NYSE:SLQT). Among the hedge funds being tracked by Insider Monkey, Kynam Capital Management is a leading shareholder in SelectQuote, Inc. (NYSE:SLQT), with 17.67 million shares worth more than $43.8 million.

Like HCA Healthcare, Inc. (NYSE:HCA), Pioneer Natural Resources Company (NYSE:PXD), and TD SYNNEX Corporation (NYSE:SNX), SelectQuote, Inc. (NYSE:SLQT) is one of the best stocks to buy according to Gavin Abrams’ Abrams Bison Investments

9. RenaissanceRe Holdings Ltd. (NYSE:RNR)

Stake Value in Abrams Bison Investments’s 13F Portfolio: $42.68 million

Percentage of Abrams Bison Investments portfolio: 4.82%

Number of Hedge Funds: 21

Founded in 1993, RenaissanceRe Holdings Ltd. (NYSE:RNR) operates in the insurance industry providing reinsurance and insurance products in the US.

In line with the company’s expansion strategy, the management is investing money in expanding the Casualty & Specialty division and investing capital in its highly profitable third-party management services. RenaissanceRe Holdings Ltd. (NYSE:RNR) currently has a market cap of $6.04 billion. In July 2022, the company announced its Q2 results reporting revenue of $1.86 billion, beating market estimates by $133.72 million. The normalized EPS reported was $5.51, beating the market estimates by $0.44 dollars.

In July 2022, Elyse Greenspan, an analyst at Wells Fargo, maintained an Overweight rating on the shares while lowering the firm’s price target from $185 to $169.

At the end of Q2 2022, 21 hedge funds in Insider Monkey’s database held stakes in RenaissanceRe Holdings Ltd. (NYSE:RNR). These stakes hold a consolidated value of roughly 475.39 million. Among these hedge funds, Polar Capital was the company’s largest shareholder, with shares worth over $131.74 million.

Longleaf Partners Fund mentioned RenaissanceRe Holdings Ltd. (NYSE:RNR) in its Q4 2021 investor letter. Here is what the firm has to say:

RenaissanceRe (11%, 0.54%; 22%, 0.99%) the Bermuda-domiciled reinsurance company and a new position in 2021, was a top contributor in the fourth quarter. We know the reinsurance industry well, having invested in the sector for multiple decades, and we were thrilled to have the opportunity to invest in the business at a discount. RenRe has a reputation as a leading Catastrophe risk reinsurance underwriter – although the business mix has diversified over time into third party capital management, casualty and other property risk. RenRe traded below 10x earnings power and around 1x tangible book value in the third quarter as catastrophe headlines punished the entire industry, giving us the opportunity to invest. Management also took advantage of the temporary price discount by buying back 10% of outstanding shares, while the CEO, CFO and several other senior executives invested over $4 million buying shares personally. The share price appreciated in the fourth quarter as the company announced an excess capital buffer of $1 billion, even after third quarter catastrophe hits, and likely continued share repurchases. RenRe is a leader in insurance risk modeling and portfolio construction, and best in class data gathering and analytics are in the company DNA. In the face of significant volatility and disruption for the industry in the form of technology innovation, capital access innovation and climate change risks, RenRe’s competitive advantages in pricing risk and in putting together a sound global portfolio of risk should be well placed to add excess return.

8. Concentrix Corporation (NASDAQ:CNXC)

Stake Value in Abrams Bison Investments’s 13F Portfolio: $50.30 million

Percentage of Abrams Bison Investments portfolio: 5.68%

Number of Hedge Funds: 21

Concentrix Corporation (NASDAQ:CNXC), operating from California, provides technology-integrated customer experience (CX) solutions globally.

The company released its third-quarter results in September, missing estimates largely due to rising interest rates. In Q3 results, the company reported $1.58 billion in revenue and normalized EPS of $2.95.

In October, Barrington analyst Vincent Colicchio lowered the firm’s price target on Concentrix to $174 from $183 and kept an Outperform rating on the shares.

Overall, the company remained a popular stock among hedge funds. At the end of the second quarter of 2022, 21 hedge funds in the database of Insider Monkey held stakes worth $141.36 million in Concentrix Corporation (NASDAQ:CNXC). As of September 16, Abrams Bison Investments owned 370.90 million shares in Concentrix Corporation (NASDAQ:CNXC). The hedge fund’s total stake in the company stood at $50.30 million, which accounted for 5.68% of its 13F portfolio.

7. ZIM Integrated Shipping Services Ltd. (NYSE:ZIM)

Stake Value in Abrams Bison Investments’s 13F Portfolio: $53.14 million

Percentage of Abrams Bison Investments portfolio: 6.0%

Number of Hedge Funds: 19

Headquartered in Haifa, Israel ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) is a cargo company that provides container shipping and related services.

In Q2 2022, Abrams Bison Investments had stakes worth over $53.14 million in ZIM Integrated Shipping Services Ltd. (NYSE:ZIM). The company represented 6% of the hedge fund’s 13F portfolio.

In August 2022, ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) signed a 10-year agreement valued at more than $10 billion with Shell to deploy 10 liquefied natural gas-fueled vessels on its containers in Asia.

Due to rapid increases in freight rates, analysts are bullish on the stock. Patrick Creuset, an analyst at Goldman Sachs, kept a Neutral rating on the company shares and lowered the price target from $60 to $30.

When looking at the institutional investors followed by Insider Monkey at the end of Q2, Arrowstreet Capital holds the biggest position in Concentrix Corporation (NASDAQ:CNXC) with stakes worth $177.98 million. At the end of the second quarter of 2022, 19 hedge funds in the database of Insider Monkey held stakes worth $478.77 million in Concentrix Corporation (NASDAQ:CNXC).

6. American Financial Group, Inc. (NYSE:AFG)

Stake Value in Abrams Bison Investments’s 13F Portfolio: $72.87 million

Percentage of Abrams Bison Investments portfolio: 8.23%

Number of Hedge Funds: 24

American Financial Group, Inc. (NYSE:AFG) is an insurance company based in the USA which provides specialty property and casualty insurance products. The company has had a strong dividend history spanning over 16 years. In Oct 2022, the company declared $0.63 dividend with a dividend yield of 1.93%.

At the end of the second quarter of 2022, 24 hedge funds in the database of Insider Monkey held stakes in American Financial Group, Inc. (NYSE: AFG). Abrams Bison Investments was the company’s largest shareholder.

Like HCA Healthcare, Inc. (NYSE:HCA), Pioneer Natural Resources Company (NYSE:PXD), and TD SYNNEX Corporation (NYSE:SNX), American Financial Group, Inc. (NYSE:AFG) is one of the best stocks to buy according to Gavin Abrams’ Abrams Bison Investments.

Click to continue reading and see Top 5 Stock Picks of Gavin Abrams’ Abrams Bison Investments.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

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The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
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Top 10 Stock Picks of Gavin Abrams’ Abrams Bison Investments

Published on October 13, 2022 at 9:52 am by Burha Kabbir in Hedge Funds, News

Stock Picks of Gavin Abrams’ Abrams Bison Investments

9. RenaissanceRe Holdings Ltd. (NYSE:RNR)

8. Concentrix Corporation (NASDAQ:CNXC)

7. ZIM Integrated Shipping Services Ltd. (NYSE:ZIM)

6. American Financial Group, Inc. (NYSE:AFG)

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

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Top 10 Stock Picks of Gavin Abrams’ Abrams Bison Investments

Published on October 13, 2022 at 9:52 am by Burha Kabbir in Hedge Funds, News

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Stock Picks of Gavin Abrams’ Abrams Bison Investments

9. RenaissanceRe Holdings Ltd. (NYSE:RNR)

8. Concentrix Corporation (NASDAQ:CNXC)

7. ZIM Integrated Shipping Services Ltd. (NYSE:ZIM)

6. American Financial Group, Inc. (NYSE:AFG)

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff