Institutional
ABRAMS BISON INVESTMENTS, LLC
CIK 0001317588
$2.31B
Reported AUM
11
Positions
Q1 2026
Period
2026-05-15
Filed
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.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SUNB | SUNBELT RENTALS HOLDINGS INC | $72.53 | -1.20% | -1.98% | -4.67% | $817.6M | 35.38% | — | HELD |
| 2 | SNX | TD SYNNEX CORPORATION | $252.12 | 1.38% | 80.86% | 111.56% | $420.5M | 18.20% | — | HELD |
| 3 | AMAT | APPLIED MATLS INC | $501.77 | 14.97% | 179.14% | 284.62% | $240.6M | 10.41% | — | HELD |
| 4 | SN | SHARKNINJA INC | $163.33 | 2.58% | 42.67% | 369.81% | $152.1M | 6.58% | — | HELD |
| 5 | URBN | URBAN OUTFITTERS INC | $75.74 | 0.45% | -0.62% | 129.38% | $141.0M | 6.10% | — | HELD |
| 6 | TFX | TELEFLEX INCORPORATED | $132.30 | -1.75% | 17.52% | -64.74% | $119.6M | 5.18% | — | HELD |
| 7 | NYT | NEW YORK TIMES CO MTN BE | $75.83 | -2.39% | 46.73% | 57.46% | $118.6M | 5.13% | — | HELD |
| 8 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $77.95 | -5.72% | -37.69% | -46.52% | $116.0M | 5.02% | — | HELD |
| 9 | ACHC | ACADIA HEALTHCARE COMPANY IN | $28.14 | 2.89% | 29.68% | -58.64% | $102.4M | 4.43% | — | HELD |
| 10 | COF | CAPITAL ONE FINL CORP | $210.14 | 0.69% | 2.78% | 37.78% | $77.5M | 3.35% | — | HELD |
| 11 | SLQT | SELECTQUOTE INC | $0.73 | 4.76% | -58.24% | -92.39% | $5.0M | 0.22% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003514. 13F discloses long positions only — shorts, foreign equities, and options are excluded.