Q3 2025 · 13F-HR
ABRAMS BISON INVESTMENTS, LLCholdings as filed
Filed 2025-11-14 · accession 0000919574-25-007023
$1.28B
Reported value
9
Positions
2025-09-30
Period end
The Brief · ABRAMS BISON INVESTMENTS, LLC · Q3 2025
AI · grounded in 13F
ABRAMS BISON INVESTMENTS, LLC established a new position in TD SYNNEX CORPORATION SNX valued at $426.3M. The fund also initiated new stakes in APPLIED MATLS INC AMAT for $219.5M and SHARKNINJA INC SN for $133.6M. Additional new positions include TELEFLEX INCORPORATED TFX at $112.3M and ACADIA HEALTHCARE COMPANY IN ACHC at $108.4M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87162W100 | SNX | TD SYNNEX CORPORATION | $426.3M | 33.4% | 2,603,254 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $219.5M | 17.2% | 1,072,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $133.6M | 10.5% | 1,295,000 | Common | SOLE |
| 879369106 | TFX | TELEFLEX INCORPORATED | $112.3M | 8.80% | 917,925 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $108.4M | 8.50% | 4,380,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $106.3M | 8.33% | 500,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $81.3M | 6.37% | 1,416,086 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $72.5M | 5.68% | 170,000 | Common | SOLE |
| 816307300 | SLQT | SELECTQUOTE INC | $15.5M | 1.22% | 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.