Q2 2025 · 13F-HR
ABRAMS BISON INVESTMENTS, LLCholdings as filed
Filed 2025-08-14 · accession 0000919574-25-004905
$1.07B
Reported value
8
Positions
2025-06-30
Period end
The Brief · ABRAMS BISON INVESTMENTS, LLC · Q2 2025
AI · grounded in 13F
ABRAMS BISON INVESTMENTS, LLC established a new position in TD SYNNEX CORPORATION SNX valued at $353.3M. The fund also initiated new stakes in SHARKNINJA INC SN for $175.7M and APPLIED MATLS INC AMAT for $160.2M. Additional new positions include CAPITAL ONE FINL CORP COF, HCA HEALTHCARE INC HCA, and ACADIA HEALTHCARE COMPANY IN ACHC.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87162W100 | SNX | TD SYNNEX CORPORATION | $353.3M | 32.9% | 2,603,254 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $175.7M | 16.4% | 1,775,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $160.2M | 14.9% | 875,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $106.4M | 9.92% | 500,000 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $97.7M | 9.11% | 255,000 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $81.2M | 7.58% | 3,580,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $78.9M | 7.36% | 1,410,000 | Common | SOLE |
| 816307300 | SLQT | SELECTQUOTE INC | $18.8M | 1.76% | 7,910,794 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.