ABRAMS BISON INVESTMENTS, LLC — 13F Holdings & Portfolio
CIK 1317588 · latest 13F-HR filed 2026-08-14
ABRAMS BISON INVESTMENTS, LLC manages $2.05B in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SNX (26.38%), AMAT (19.48%), SN (10.67%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 0, added to 8, and trimmed 3.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$2.05B
Long-equity book
11
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −0 / ↑8 / ↓3
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
| Name | Title / Status | Ownership | Type |
|---|
Quarter-over-quarter changes
Share-count changes vs the prior 13F.
Top Adds (vs prior quarter)
- APPLIED MATLS INC$158.5M +65.9%
- TD SYNNEX CORPORATION$120.0M +28.5%
- SHARKNINJA INC$66.6M +43.8%
- BRIGHT HORIZONS FAM SOL IN D$53.6M +46.2%
- ACADIA HEALTHCARE COMPANY IN$20.5M +20.1%
Top Trims
- SUNBELT RENTALS HOLDINGS INC-$663.6M -81.2%
- NEW YORK TIMES CO MTN BE-$25.4M -21.4%
- TELEFLEX INCORPORATED-$19.1M -16.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | TD SYNNEX CORPORATION | SNX | 87162W100 | $540.5M | 26.38% | 2,021,764 | SH |
| 2 | APPLIED MATLS INC | AMAT | 038222105 | $399.1M | 19.48% | 552,000 | SH |
| 3 | SHARKNINJA INC | SN | G8068L108 | $218.7M | 10.67% | 1,436,000 | SH |
| 4 | BRIGHT HORIZONS FAM SOL IN D | BFAM | 109194100 | $169.6M | 8.28% | 2,393,249 | SH |
| 5 | URBAN OUTFITTERS INC | URBN | 917047102 | $158.1M | 7.72% | 2,230,873 | SH |
| 6 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $154.0M | 7.52% | 2,058,758 | SH |
| 7 | ACADIA HEALTHCARE COMPANY IN | ACHC | 00404A109 | $123.0M | 6.00% | 4,165,000 | SH |
| 8 | TELEFLEX INCORPORATED | TFX | 879369106 | $100.5M | 4.91% | 793,000 | SH |
| 9 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $93.2M | 4.55% | 1,331,566 | SH |
| 10 | CAPITAL ONE FINL CORP | COF | 14040H105 | $85.3M | 4.16% | 425,000 | SH |
| 11 | SELECTQUOTE INC | SLQT | 816307300 | $6.7M | 0.32% | 7,910,794 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.05B | 11 | 0000919574-26-005554 |
| 2026-03-31 | 2026-05-15 | $2.31B | 11 | 0000919574-26-003514 |
| 2025-12-31 | 2026-02-17 | $1.35B | 10 | 0000919574-26-001208 |
| 2025-09-30 | 2025-11-14 | $1.28B | 9 | 0000919574-25-007023 |
SUITE 1250
BETHESDA, MD 20814