Q1 2026 · 13F-HR
ABRAMS BISON INVESTMENTS, LLCholdings as filed
Filed 2026-05-15 · accession 0000919574-26-003514
$2.31B
Reported value
11
Positions
2026-03-31
Period end
The Brief · ABRAMS BISON INVESTMENTS, LLC · Q1 2026
AI · grounded in 13F
ABRAMS BISON INVESTMENTS, LLC initiated a new position in SUNB valued at $817.6M. The fund also opened a new stake in BFAM worth $116M and increased its holdings in URBN by 31.79%. Conversely, the manager closed its entire position in HCA, resulting in a $77M reduction.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 866966104 | SUNB | SUNBELT RENTALS HOLDINGS INC | $817.6M | 35.4% | 12,561,085 | Common | SOLE |
| 87162W100 | SNX | TD SYNNEX CORPORATION | $420.5M | 18.2% | 2,492,357 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $240.6M | 10.4% | 704,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $152.1M | 6.58% | 1,436,000 | Common | SOLE |
| 917047102 | URBN | URBAN OUTFITTERS INC | $141.0M | 6.10% | 2,226,000 | Common | SOLE |
| 879369106 | TFX | TELEFLEX INCORPORATED | $119.6M | 5.18% | 1,000,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO MTN BE | $118.6M | 5.13% | 1,416,086 | Common | SOLE |
| 109194100 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $116.0M | 5.02% | 1,413,000 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $102.4M | 4.43% | 4,380,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $77.5M | 3.35% | 425,000 | Common | SOLE |
| 816307300 | SLQT | SELECTQUOTE INC | $5.0M | 0.22% | 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.