Abrams Bison Investments, LLC 13F holdings
Abrams Bison Investments, LLC reported 11 positions with a total reported value of $2.0B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: SNX TD SYNNEX CORPORATION (26.4%), APPLIED MATLS INC (19.5%), SN SHARKNINJA INC (10.7%), BRIGHT HORIZONS FAM SOL IN D (8.3%), URBN URBAN OUTFITTERS INC (7.7%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
11 largest of 11 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| SNX TD SYNNEX CORPORATION | 2,021,764 | $540.5M | 26.4% |
| APPLIED MATLS INC | 552,000 | $399.1M | 19.5% |
| SN SHARKNINJA INC | 1,436,000 | $218.7M | 10.7% |
| BRIGHT HORIZONS FAM SOL IN D | 2,393,249 | $169.6M | 8.3% |
| URBN URBAN OUTFITTERS INC | 2,230,873 | $158.1M | 7.7% |
| SUNB SUNBELT RENTALS HOLDINGS INC | 2,058,758 | $154.0M | 7.5% |
| ACHC ACADIA HEALTHCARE COMPANY IN | 4,165,000 | $123.0M | 6.0% |
| TFX TELEFLEX INCORPORATED | 793,000 | $100.5M | 4.9% |
| NYT NEW YORK TIMES CO MTN BE | 1,331,566 | $93.2M | 4.5% |
| COF CAPITAL ONE FINL CORP | 425,000 | $85.3M | 4.2% |
| SLQT SELECTQUOTE INC | 7,910,794 | $6.7M | 0.3% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| BRIGHT HORIZONS FAM SOL IN D | 1,413,000 | 2,393,249 | +69.4% | $169.6M |
| URBN URBAN OUTFITTERS INC | 2,226,000 | 2,230,873 | +0.2% | $158.1M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SUNB SUNBELT RENTALS HOLDINGS INC | 12,561,085 | 2,058,758 | -83.6% | $154.0M |
| SNX TD SYNNEX CORPORATION | 2,492,357 | 2,021,764 | -18.9% | $540.5M |
| APPLIED MATLS INC | 704,000 | 552,000 | -21.6% | $399.1M |
| TFX TELEFLEX INCORPORATED | 1,000,000 | 793,000 | -20.7% | $100.5M |
| ACHC ACADIA HEALTHCARE COMPANY IN | 4,380,000 | 4,165,000 | -4.9% | $123.0M |
| NYT NEW YORK TIMES CO MTN BE | 1,416,086 | 1,331,566 | -6.0% | $93.2M |
CIK 1317588 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
