Abrams Bison Investments, LLC 13F Holdings · Q2 2026
Abrams Bison Investments, LLC reported 11 securities worth $2.05B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SNX (26.38%), AMAT (19.48%), SN (10.67%). Among its top 25 positions this quarter: 2 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SNX | TD SYNNEX CORPORATION | $540.5M | 26.38% | 2.0M | Trimmed |
| 2 | AMAT | APPLIED MATLS INC | $399.1M | 19.48% | 552,000 | Trimmed |
| 3 | SN | SHARKNINJA INC | $218.7M | 10.67% | 1.4M | Hold |
| 4 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $169.6M | 8.28% | 2.4M | Added |
| 5 | URBN | URBAN OUTFITTERS INC | $158.1M | 7.72% | 2.2M | Added |
| 6 | SUNB | SUNBELT RENTALS HOLDINGS INC | $154.0M | 7.52% | 2.1M | Trimmed |
| 7 | ACHC | ACADIA HEALTHCARE COMPANY IN | $123.0M | 6.00% | 4.2M | Trimmed |
| 8 | TFX | TELEFLEX INCORPORATED | $100.5M | 4.91% | 793,000 | Trimmed |
| 9 | NYT | NEW YORK TIMES CO MTN BE | $93.2M | 4.55% | 1.3M | Trimmed |
| 10 | COF | CAPITAL ONE FINL CORP | $85.3M | 4.16% | 425,000 | Hold |
| 11 | SLQT | SELECTQUOTE INC | $6.7M | 0.32% | 7.9M | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR