Abrams Bison Investments, LLC
Abrams Bison Investments, LLC reported 11 US-listed holdings worth $2.05 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: TD Synnex Corp. (26.4%), Applied Materials Inc. (19.5%) and SharkNinja, Inc. (10.7%). Against the quarter before, it opened 0 positions, added to 2, trimmed 6 and sold out of 0.
Reported holdings$2.05B-11.4% on Q1 2026
Positions11as many as Q1 2026
The largest ten99.7%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toHeldTrimmed
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 2Held 3Trimmed 6
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 2
- Bright Horizons Family Solutions Inc. BFAM+980,249 shares · +69%
- Urban Outfitters Inc. URBN+4,873 shares · +0%
Trimmed 6
- Sunbelt Rentals Holdings Inc. SUNB-10.5 million shares · -84%
- TD Synnex Corp. SNX-470,593 shares · -19%
- Applied Materials Inc. AMAT-152,000 shares · -22%
- Teleflex Inc. TFX-207,000 shares · -21%
- Acadia Healthcare Company, Inc. ACHC-215,000 shares · -5%
- New York Times Co. NYT-84,520 shares · -6%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| TD Synnex Corp. SNX | 2,021,764 | $540.5 million | 26.38% | -470,593 |
| Applied Materials Inc. AMAT | 552,000 | $399.1 million | 19.48% | -152,000 |
| SharkNinja, Inc. SN | 1,436,000 | $218.7 million | 10.67% | no change |
| Bright Horizons Family Solutions Inc. BFAM | 2,393,249 | $169.6 million | 8.28% | +980,249 |
| Urban Outfitters Inc. URBN | 2,230,873 | $158.1 million | 7.72% | +4,873 |
| Sunbelt Rentals Holdings Inc. SUNB | 2,058,758 | $154.0 million | 7.52% | -10,502,327 |
| Acadia Healthcare Company, Inc. ACHC | 4,165,000 | $123.0 million | 6.00% | -215,000 |
| Teleflex Inc. TFX | 793,000 | $100.5 million | 4.91% | -207,000 |
| New York Times Co. NYT | 1,331,566 | $93.2 million | 4.55% | -84,520 |
| Capital One Financial Corp. COF | 425,000 | $85.3 million | 4.16% | no change |
| Selectquote Inc. SLQT | 7,910,794 | $6.7 million | 0.32% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.