Abrams Bison Investments portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Abrams Bison Investments reported a $2.0 bn portfolio of 11 positions to the SEC as of the end of Q2 2026. Its largest positions are SNX, AMAT, SN.
Sections with a free account
What changed this quarter
7 positions with a change (1 added to, 6 trimmed). 5 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Sunbelt Rentals Holdings−84%fewer sharesReduced35.4% → 7.5%
- TD Synnex−19%fewer sharesReduced18.2% → 26.4%
- Applied Materials−22%fewer sharesReduced10.4% → 19.5%
- Bright Horizons Family Solutions+69%more sharesIncreased5.0% → 8.3%
- Teleflex−21%fewer sharesReduced5.2% → 4.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- TD SynnexSNX26.4%
- Applied MaterialsAMAT19.5%
- SharkninjaSN10.7%
- Bright Horizons Family SolutionsBFAM8.3%
- Urban OutfittersURBN7.7%
- Sunbelt Rentals HoldingsSUNB7.5%
- Acadia HealthcareACHC6.0%
- TeleflexTFX4.9%
- New York TimesNYT4.5%
- Capital One FinancialCOF4.2%
- SelectQuoteSLQT0.3%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 46%
- ● Consumer Discretionary 27%
- ● Health Care 11%
- ● Industrials 8%
- ● Communication Services 5%
- ● Financials 4%
How its portfolio changed (8 quarters)
Q2 2026: 11
Q2 2026: 100%
Q2 2026: 24.4%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of May 21, 2026 (high confidence).
The data, as reported: ABRAMS BISON INVESTMENTS, L.L.C. (CRD 137183): 7.B private funds: 2 hedge (gross assets $3.0 bn); 5.D assets by client type: pooled vehicles 100% (of $3.0 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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