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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SUNB | SUNBELT RENTALS HOLDINGS INC | $79.36 | -2.37% | 6.62% | 3.70% | $817.6M | 35.38% | +12,561,085 | NEW |
| 2 | SNX | TD SYNNEX CORPORATION | $268.80 | -3.16% | 120.15% | 139.70% | $420.5M | 18.20% | +15,357 | +0.6% |
| 3 | AMAT | APPLIED MATLS INC | $453.01 | -9.71% | 173.68% | 237.67% | $240.6M | 10.41% | −188,000 | −21.1% |
| 4 | SN | SHARKNINJA INC | $119.82 | -2.96% | 37.33% | 251.28% | $152.1M | 6.58% | +208,000 | +16.9% |
| 5 | URBN | URBAN OUTFITTERS INC | $71.30 | -2.21% | 1.83% | 91.77% | $141.0M | 6.10% | +537,000 | +31.8% |
| 6 | TFX | TELEFLEX INCORPORATED | $129.84 | -1.72% | 6.94% | -66.13% | $119.6M | 5.18% | +31,000 | +3.2% |
| 7 | NYT | NEW YORK TIMES CO MTN BE | $76.88 | 2.17% | 39.36% | 84.89% | $118.6M | 5.13% | — | HELD |
| 8 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $62.17 | 1.02% | -51.03% | -58.41% | $116.0M | 5.02% | +1,413,000 | NEW |
| 9 | ACHC | ACADIA HEALTHCARE COMPANY IN | $24.48 | -2.90% | 7.65% | -60.34% | $102.4M | 4.43% | — | HELD |
| 10 | COF | CAPITAL ONE FINL CORP | $180.67 | -1.38% | -7.47% | 22.49% | $77.5M | 3.35% | −54,000 | −11.3% |
| 11 | SLQT | SELECTQUOTE INC | $0.88 | -11.84% | -60.04% | -95.06% | $5.0M | 0.22% | — | HELD |
| 12 | HCA | HCA HEALTHCARE INC | $372.13 | 2.85% | -2.53% | 56.04% | — | — | −165,000 | EXITED |
Source: SEC EDGAR · accession 0000919574-26-003514. 13F discloses long positions only — shorts, foreign equities, and options are excluded.