Abrams Bison Investments, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Abrams Bison Investments, Llc disclosed 11 stock positions valued at approximately $2.05B as of quarter-end June 30, 2026. The largest holdings include TD SYNNEX CORPORATION, APPLIED MATLS INC, and SHARKNINJA INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $2.05B
Holdings by Sector
Abrams Bison Investments, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| TD SYNNEX CORPORATION | SNX | Technology | 26.38% | 2,021,764 | -470,593 | -18.88% | $540,498,388 |
| APPLIED MATLS INC | AMAT | Technology | 19.48% | 552,000 | -152,000 | -21.59% | $399,096,000 |
| SHARKNINJA INC | SN | Other | 10.67% | 1,436,000 | - | - | $218,659,720 |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | Consumer Cyclical | 8.28% | 2,393,249 | +980,249 | +69.37% | $169,633,489 |
| URBAN OUTFITTERS INC | URBN | Consumer Cyclical | 7.72% | 2,230,873 | +4,873 | +0.22% | $158,079,661 |
| SUNBELT RENTALS HOLDINGS INC | SUNB | Other | 7.52% | 2,058,758 | -10,502,327 | -83.61% | $154,015,686 |
| ACADIA HEALTHCARE COMPANY IN | ACHC | Healthcare | 6.00% | 4,165,000 | -215,000 | -4.91% | $122,992,450 |
| TELEFLEX INCORPORATED | TFX | Healthcare | 4.91% | 793,000 | -207,000 | -20.70% | $100,520,680 |
| NEW YORK TIMES CO MTN BE | NYT | Communication Services | 4.55% | 1,331,566 | -84,520 | -5.97% | $93,182,989 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 4.16% | 425,000 | - | - | $85,263,500 |
| SELECTQUOTE INC | SLQT | Financial Services | 0.32% | 7,910,794 | - | - | $6,653,769 |
Showing 11 of 11 holdings in the latest reporting period.