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 and exited 0; 8 existing positions rose in reported value and 3 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 99.7%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated May 21, 2026.
SUITE 1250
BETHESDA, MD 20814
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ABRAMS 2022 FAMILY TRUST Control | TRUST since Jan 2024 | 5–10% | Domestic Entity |
| ABRAMS PRIMARY TRUST Control | TRUST since Dec 2020 | 10–25% | Domestic Entity |
| ABRAMS, GAVIN, M Control | MANAGING MEMBER since Apr 2000 | 75% or more | Individual |
| MISSMAR, SANDRA Control | CHIEF COMPLIANCE OFFICER/COO since Nov 2010 | Less than 5% | Individual |
| PEAK TRUST COMPANY - NV Control | TRUSTEE since Jan 2024 | 5–10% | Domestic Entity |
| THE NORTHERN TRUST COMPANY OF DELAWARE Control | TRUSTEE since Dec 2020 | 10–25% | Domestic Entity |
| ABRAMS 2022 FAMILY TRUST Control Indirect owner via ABRAMS 2022 FAMILY TRUST | TRUST since Jan 2024 | General partner, trustee or manager | Domestic Entity |
| ABRAMS PRIMARY TRUST Control Indirect owner via ABRAMS PRIMARY TRUST | TRUST since Dec 2020 | General partner, trustee or manager | Domestic Entity |
| PEAK TRUST COMPANY - NV Control Indirect owner via ABRAMS 2022 FAMILY TRUST | TRUSTEE since Jan 2024 | General partner, trustee or manager | Domestic Entity |
| THE NORTHERN TRUST COMPANY OF DELAWARE Control Indirect owner via ABRAMS PRIMARY TRUST | TRUSTEE since Dec 2020 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 3 filings with changes since Mar 5, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- AddedABRAMS 2022 FAMILY TRUST · TRUST · 5–10% · control person
- AddedABRAMS 2022 FAMILY TRUST · TRUST · General partner, trustee or manager · indirect via ABRAMS 2022 FAMILY TRUST · control person
- AddedPEAK TRUST COMPANY - NV · TRUSTEE · 5–10% · control person
- AddedPEAK TRUST COMPANY - NV · TRUSTEE · General partner, trustee or manager · indirect via ABRAMS 2022 FAMILY TRUST · control person
- No longer listedABRAMS, DENIS, S. · TRUSTEE · General partner, trustee or manager · indirect via THE ABRAMS 2012 GENERATION TRUST · control person · listed since Dec 2012
- No longer listedABRAMS, DENIS, S. · TRUSTEE · 10–25% · control person · listed since Dec 2012
- No longer listedTHE ABRAMS 2012 GENERATION TRUST · TRUST · 10–25% · control person · listed since Dec 2012
- No longer listedTHE ABRAMS 2012 GENERATION TRUST · TRUST · General partner, trustee or manager · indirect via N/A · control person · listed since Dec 2012
- AddedABRAMS PRIMARY TRUST · TRUST · 10–25% · control person
- AddedABRAMS PRIMARY TRUST · TRUST · General partner, trustee or manager · indirect via ABRAMS PRIMARY TRUST · control person
- AddedTHE NORTHERN TRUST COMPANY OF DELAWARE · TRUSTEE · 10–25% · control person
- AddedTHE NORTHERN TRUST COMPANY OF DELAWARE · TRUSTEE · General partner, trustee or manager · indirect via ABRAMS PRIMARY TRUST · control person
- AddedABRAMS, DENIS, S. · TRUSTEE · General partner, trustee or manager · indirect via THE ABRAMS 2012 GENERATION TRUST · control person
- AddedABRAMS, DENIS, S. · TRUSTEE · 10–25% · control person
- AddedTHE ABRAMS 2012 GENERATION TRUST · TRUST · 10–25% · control person
- AddedTHE ABRAMS 2012 GENERATION TRUST · TRUST · General partner, trustee or manager · indirect via N/A · control person
- ListedABRAMS, GAVIN, M · MANAGING MEMBER · 75% or more · control person
- ListedMISSMAR, SANDRA · CHIEF COMPLIANCE OFFICER/COO · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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%
ABRAMS BISON INVESTMENTS, LLC Holdings (2026-06-30)
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