ABRAMS BISON INVESTMENTS, LLC
13F Reported Value
ⓘ$2.3B
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
ABRAMS BISON INVESTMENTS, LLC disclosed 11 positions worth $2.3B in its Form 13F-HR for Q1 2026, led by $SUNB (Sunbelt Rentals Holdings, Inc.) at 35.4% of the equity portfolio, followed by $SNX and $AMAT. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $SUNB and a full exit from $HCA. The portfolio is most concentrated in Industrials (35.4% of disclosed assets). All figures are sourced directly from ABRAMS BISON INVESTMENTS, LLC’s Form 13F-HR filing with the SEC under CIK 1317588.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- —
Quality
$817.6M12,561,085 sh - 55.2#1,167
Quality
$420.5M2,492,357 sh - 74.8#147
Quality
$240.6M704,000 sh - —
Quality
$152.1M1,436,000 sh - 63.6
Quality
$141.0M2,226,000 sh - 30.5
Quality
$119.6M1,000,000 sh - 71.3
Quality
$118.6M1,416,086 sh - 65.4
Quality
$116.0M1,413,000 sh - 49.3
Quality
$102.4M4,380,000 sh - 71.0
Quality
$77.5M425,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Sunbelt Rentals Holdings, Inc.$SUNB | — | $817.6M | 12,561,085 |
 TD SYNNEX CORP$SNX | 55.2#1,167 | $420.5M | 2,492,357 |
 APPLIED MATERIALS INC /DE$AMAT | 74.8#147 | $240.6M | 704,000 |
 SharkNinja, Inc.$SN | — | $152.1M | 1,436,000 |
 URBAN OUTFITTERS INC$URBN | 63.6 | $141.0M | 2,226,000 |
 TELEFLEX INC$TFX | 30.5 | $119.6M | 1,000,000 |
 NEW YORK TIMES CO$NYT | 71.3 | $118.6M | 1,416,086 |
 BRIGHT HORIZONS FAMILY SOLUTIONS INC.$BFAM | 65.4 | $116.0M | 1,413,000 |
 Acadia Healthcare Company, Inc.$ACHC | 49.3 | $102.4M | 4,380,000 |
 CAPITAL ONE FINANCIAL CORP$COF | 71.0 | $77.5M | 425,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of ABRAMS BISON INVESTMENTS, LLC's 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Industrials
$817.6M
Technology
$813.2M
Healthcare
$338.1M
Consumer Discretionary
$141.0M
Communication Services
$118.6M
Financials
$82.5M
Full Holdings — ABRAMS BISON INVESTMENTS, LLC (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $SUNB | Sunbelt Rentals Holdings, Inc. | $817.6M | 35.4% | NEW | — |
| 2 | $SNX | TD SYNNEX CORP | $420.5M | 18.2% | +1% | 55.2 |
| 3 | $AMAT | APPLIED MATERIALS INC /DE | $240.6M | 10.4% | -21% | 74.8 |
| 4 | $SN | SharkNinja, Inc. | $152.1M | 6.6% | +17% | — |
| 5 | $URBN | URBAN OUTFITTERS INC | $141.0M | 6.1% | +32% | 63.6 |
| 6 | $TFX | TELEFLEX INC | $119.6M | 5.2% | +3% | 30.5 |
| 7 | $NYT | NEW YORK TIMES CO | $118.6M | 5.1% | +0% | 71.3 |
| 8 | $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $116.0M | 5.0% | NEW | 65.4 |
| 9 | $ACHC | Acadia Healthcare Company, Inc. | $102.4M | 4.4% | +0% | 49.3 |
| 10 | $COF | CAPITAL ONE FINANCIAL CORP | $77.5M | 3.4% | -11% | 71 |
| 11 |  $SLQT | SelectQuote, Inc. | $5.0M | 0.2% | +0% | 64.2 |
New Positions (2)
Exited Positions (1)
$HCA HCA Healthcare, Inc.Browse Top Institutional Investors
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