ABRAMS BISON INVESTMENTS, LLC — 13F Holdings & Portfolio
CIK 1317588 · latest 13F-HR filed 2026-05-15
ABRAMS BISON INVESTMENTS, LLC manages $2.31B in 13F-reported U.S. long-equity assets across 11 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are SUNB (35.38%), SNX (18.20%), AMAT (10.41%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 5, and trimmed 2.
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.
$2.31B
Long-equity book
11
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −1 / ↑5 / ↓2
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- TD SYNNEX CORPORATION$48.4M +13.0%
- ACADIA HEALTHCARE COMPANY IN$40.3M +64.8%
- NEW YORK TIMES CO MTN BE$20.3M +20.6%
- SHARKNINJA INC$14.7M +10.7%
- URBAN OUTFITTERS INC$13.9M +10.9%
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 | SUNBELT RENTALS HOLDINGS INC | SUNB | 866966104 | $817.6M | 35.38% | 12,561,085 | SH |
| 2 | TD SYNNEX CORPORATION | SNX | 87162W100 | $420.5M | 18.20% | 2,492,357 | SH |
| 3 | APPLIED MATLS INC | AMAT | 038222105 | $240.6M | 10.41% | 704,000 | SH |
| 4 | SHARKNINJA INC | SN | G8068L108 | $152.1M | 6.58% | 1,436,000 | SH |
| 5 | URBAN OUTFITTERS INC | URBN | 917047102 | $141.0M | 6.10% | 2,226,000 | SH |
| 6 | TELEFLEX INCORPORATED | TFX | 879369106 | $119.6M | 5.18% | 1,000,000 | SH |
| 7 | NEW YORK TIMES CO MTN BE | NYT | 650111107 | $118.6M | 5.13% | 1,416,086 | SH |
| 8 | BRIGHT HORIZONS FAM SOL IN D | BFAM | 109194100 | $116.0M | 5.02% | 1,413,000 | SH |
| 9 | ACADIA HEALTHCARE COMPANY IN | ACHC | 00404A109 | $102.4M | 4.43% | 4,380,000 | SH |
| 10 | CAPITAL ONE FINL CORP | COF | 14040H105 | $77.5M | 3.35% | 425,000 | SH |
| 11 | SELECTQUOTE INC | SLQT | 816307300 | $5.0M | 0.22% | 7,910,794 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |