ABRAMS BISON INVESTMENTS, LLC
Sector Allocation
- Technology56.5%$1.2B
- Healthcare19.2%$393.1M
- Consumer Discretionary7.7%$158.1M
- Industrials7.5%$154.0M
- Communication Services4.5%$93.2M
- Financials4.5%$91.9M
AUM History
13fpro.ai/research/fund/abrams-bison-investments-llc-1317588
Conviction and streaks
Stable · top 10 = 99.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
SNX
$540.5MAMAT
$399.1MSN
$218.7MBFAM
$169.6MURBN
$158.1MSUNB
$154.0MACHC
$123.0MTFX
$100.5MNYT
$93.2MCOF
$85.3MSLQT
$6.7M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/abrams-bison-investments-llc-1317588
ABRAMS BISON INVESTMENTS, LLC 13F holdings — Q2 2026
$2.0B portfolio (-11.3% QoQ) · 11 holdings · Q2 2026 13F · top 10 are 100% of the stock portfolio
$540.5M
26.4% of stocks
-19%This quarter—Since Q-end—HeldAIQuality58.2#1,028Est. buy—$399.1M
19.5% of stocks
-22%This quarter—Since Q-end—HeldAIQuality71.6#175Est. buy—$218.7M
10.7% of stocks
No changeThis quarter—Since Q-end—HeldAIQuality66.7#393Est. buy—$169.6M
8.3% of stocks
+69%This quarter—Since Q-end—HeldAIQuality61.9#745Est. buy—$158.1M
7.7% of stocks
+0.2%This quarter—Since Q-end—HeldAIQuality61.1#816Est. buy—$154.0M
7.5% of stocks
-84%This quarter—Since Q-end—Held$123.0M
6.0% of stocks
-5%This quarter—Since Q-end—Held$100.5M
4.9% of stocks
-21%This quarter—Since Q-end—Held$93.2M
4.5% of stocks
-6%This quarter—Since Q-end—Held$85.3M
4.2% of stocks
No changeThis quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $540.5M | 26.4% | -19% | — | — | 58.2#1,028 | — | ||
| 2 | $399.1M | 19.5% | -22% | — | — | 71.6#175 | — | ||
| 3 | $218.7M | 10.7% | No change | — | — | 66.7#393 | — | ||
| 4 | $169.6M | 8.3% | +69% | — | — | 61.9#745 | — | ||
| 5 | $158.1M | 7.7% | +0.2% | — | — | 61.1#816 | — | ||
| 6 | $154.0M | 7.5% | -84% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $123.0M | 6.0% | -5% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 8 | $100.5M | 4.9% | -21% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | $93.2M | 4.5% | -6% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 10 | $85.3M | 4.2% | No change | — | — | AI quality score is Pro: unlock with a free trial | — |
All holdings — ABRAMS BISON INVESTMENTS, LLC (Q2 2026)
11 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | SelectQuote, Inc. | Financials | $6.7M | 0.3% | 7.91M | — | — | AI quality score is Pro: unlock with a free trial | 13F |
What changed in Q2 2026
Against the previous quarter's 13F: 0 new, 2 added to, 6 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (0)
No new positions this quarter.
Added to (2)
Trimmed (6)
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F ABRAMS BISON INVESTMENTS, LLC has filed, 41 earlier quarters. Pick one to see what it held then.
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.
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AI-Powered Hedge Fund Analysis: ABRAMS BISON INVESTMENTS, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For ABRAMS BISON INVESTMENTS, LLC (SEC CIK: 1317588), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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