ABRAMS BISON INVESTMENTS, LLC
13F Reported Value
ⓘ$2.0B
Holdings
11
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
ABRAMS BISON INVESTMENTS, LLC disclosed 11 positions worth $2.0B in its Form 13F-HR for Q2 2026, led by $SNX (TD SYNNEX CORP) at 26.4% of the equity portfolio, followed by $AMAT and $SN. The portfolio is most concentrated in Technology (56.5% 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 — Q2 2026
Click any card to unlockTop Holdings
- 58.4#1,015
Quality
$540.5M2,021,764 sh - 72.3#157
Quality
$399.1M552,000 sh - 66.8#395
Quality
$218.7M1,436,000 sh - 61.9
Quality
$169.6M2,393,249 sh - 61.9
Quality
$158.1M2,230,873 sh - 69.7
Quality
$154.0M2,058,758 sh - 36.7
Quality
$123.0M4,165,000 sh - 37.5
Quality
$100.5M793,000 sh - 68.2
Quality
$93.2M1,331,566 sh - 62.4
Quality
$85.3M425,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 TD SYNNEX CORP$SNX | 58.4#1,015 | $540.5M | 2,021,764 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3#157 | $399.1M | 552,000 |
 SharkNinja, Inc.$SN | 66.8#395 | $218.7M | 1,436,000 |
 BRIGHT HORIZONS FAMILY SOLUTIONS INC.$BFAM | 61.9 | $169.6M | 2,393,249 |
 URBAN OUTFITTERS INC$URBN | 61.9 | $158.1M | 2,230,873 |
 Sunbelt Rentals Holdings, Inc.$SUNB | 69.7 | $154.0M | 2,058,758 |
 Acadia Healthcare Company, Inc.$ACHC | 36.7 | $123.0M | 4,165,000 |
 TELEFLEX INC$TFX | 37.5 | $100.5M | 793,000 |
 NEW YORK TIMES CO$NYT | 68.2 | $93.2M | 1,331,566 |
 CAPITAL ONE FINANCIAL CORP$COF | 62.4 | $85.3M | 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
Technology
$1.2B
Healthcare
$393.1M
Consumer Discretionary
$158.1M
Industrials
$154.0M
Communication Services
$93.2M
Financials
$91.9M
Full Holdings — ABRAMS BISON INVESTMENTS, LLC (Q2 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 | $SNX | TD SYNNEX CORP | $540.5M | 26.4% | -19% | 58.4 |
| 2 | $AMAT | APPLIED MATERIALS INC /DE | $399.1M | 19.5% | -22% | 72.3 |
| 3 | $SN | SharkNinja, Inc. | $218.7M | 10.7% | +0% | 66.8 |
| 4 | $BFAM | BRIGHT HORIZONS FAMILY SOLUTIONS INC. | $169.6M | 8.3% | +69% | 61.9 |
| 5 | $URBN | URBAN OUTFITTERS INC | $158.1M | 7.7% | +0% | 61.9 |
| 6 | $SUNB | Sunbelt Rentals Holdings, Inc. | $154.0M | 7.5% | -84% | 69.7 |
| 7 | $ACHC | Acadia Healthcare Company, Inc. | $123.0M | 6.0% | -5% | 36.7 |
| 8 | $TFX | TELEFLEX INC | $100.5M | 4.9% | -21% | 37.5 |
| 9 | $NYT | NEW YORK TIMES CO | $93.2M | 4.5% | -6% | 68.2 |
| 10 | $COF | CAPITAL ONE FINANCIAL CORP | $85.3M | 4.2% | +0% | 62.4 |
| 11 |  $SLQT | SelectQuote, Inc. | $6.7M | 0.3% | +0% | 54.5 |
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