ABRAMS BISON INVESTMENTS, LLC
CIK 1317588 · View on SEC EDGAR ↗
- Portfolio value
- $2.0B
- Positions
- 11
- As of
- June 30, 2026
#1,490 of 9,443 by 13F value · top 15.8%
Portfolio value QoQ: -11.4% 13F does not disclose cash
- Top 10 holdings weight
- 99.68%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 10
- Effective number of positions
- 6.8
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 3.2% Est. buys $69,825,350 · sells $1,059,886,395
Median holding: 5.0 quarters Tracked Q4 2024–Q2 2026 · 78.6% still held
- New positions
- 0
- Increased
- 2
- Decreased
- 6
- Closed
- 1
On this page
Sector breakdown
Industrials
26.4%
Technology
19.5%
Health Care
10.9%
Consumer products
10.7%
Diversified Consumer Services
8.3%
Retail
7.7%
Communication Services
4.5%
Financial Services
4.2%
Financials
0.3%
Other/Unmapped
7.5%
Full portfolio 11 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| SNX TD SYNNEX Corporation Common Stock | $540,498,388 | 26.38% | 2,021,764 | $120,012,839 | Down ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $399,096,000 | 19.48% | 552,000 | $158,475,840 | Down ×3 | ||
| SN SharkNinja, Inc. Ordinary Shares | $218,659,720 | 10.67% | 1,436,000 | $66,587,320 | |||
| BFAM Bright Horizons Family Solutions Inc. Common Stock | $169,633,489 | 8.28% | 2,393,249 | $53,583,799 | Up ×1 | ||
| URBN Urban Outfitters, Inc. - Common Stock | $158,079,661 | 7.72% | 2,230,873 | $17,062,561 | Up ×2 | ||
| Unknown issuer (CUSIP: 866966104) | $154,015,686 | 7.52% | 2,058,758 | $-663,585,337 | Down ×1 | ||
| ACHC Acadia Healthcare Company, Inc. - Common Stock | $122,992,450 | 6.00% | 4,165,000 | $20,544,250 | Down ×1 | ||
| TFX Teleflex Incorporated Common Stock | $100,520,680 | 4.91% | 793,000 | $-19,089,320 | Down ×1 | ||
| NYT New York Times Company (The) Common Stock | $93,182,989 | 4.55% | 1,331,566 | $-25,385,892 | Down ×1 | ||
| COF Capital One Financial Corporation Common Stock | $85,263,500 | 4.16% | 425,000 | $7,730,750 | |||
| SLQT SelectQuote, Inc. Common Stock | $6,653,769 | 0.32% | 7,910,794 | $1,673,924 | |||
| No matches | |||||||
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| AMAT | Trimmed | -152K | +$158.5M |
| SNX | Trimmed | -471K | +$120.0M |
| SN | Price move only | +0 | +$66.6M |
| BFAM | Bought more | +980K | +$53.6M |
| NYT | Trimmed | -85K | -$25.4M |
| ACHC | Trimmed | -215K | +$20.5M |
| TFX | Trimmed | -207K | -$19.1M |
| URBN | Bought more | +5K | +$17.1M |
| COF | Price move only | +0 | +$7.7M |
| SLQT | Price move only | +0 | +$1.7M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.