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 | $73.41 | -2.78% | 0.33% | -2.42% | $817.6M | 35.38% | — | HELD |
| 2 | SNX | TD SYNNEX CORPORATION | $248.68 | 0.61% | 78.40% | 108.67% | $420.5M | 18.20% | — | HELD |
| 3 | AMAT | APPLIED MATLS INC | $436.45 | -8.40% | 152.89% | 248.14% | $240.6M | 10.41% | — | HELD |
| 4 | SN | SHARKNINJA INC | $159.22 | -0.39% | 42.46% | 369.12% | $152.1M | 6.58% | — | HELD |
| 5 | URBN | URBAN OUTFITTERS INC | $75.40 | 0.27% | -1.06% | 128.35% | $141.0M | 6.10% | — | HELD |
| 6 | TFX | TELEFLEX INCORPORATED | $134.65 | 0.34% | 17.13% | -64.85% | $119.6M | 5.18% | — | HELD |
| 7 | NYT | NEW YORK TIMES CO MTN BE | $77.69 | 3.34% | 50.33% | 61.32% | $118.6M | 5.13% | — | HELD |
| 8 | BFAM | BRIGHT HORIZONS FAM SOL IN D | $82.68 | 2.50% | -33.91% | -43.28% | $116.0M | 5.02% | — | HELD |
| 9 | ACHC | ACADIA HEALTHCARE COMPANY IN | $27.35 | -16.34% | 55.00% | -50.56% | $102.4M | 4.43% | — | HELD |
| 10 | COF | CAPITAL ONE FINL CORP | $208.71 | -1.74% | 2.08% | 36.84% | $77.5M | 3.35% | — | HELD |
| 11 | SLQT | SELECTQUOTE INC | $0.69 | -7.47% | -60.10% | -92.73% | $5.0M | 0.22% | — | HELD |
Source: SEC EDGAR · accession 0000919574-26-003514. 13F discloses long positions only — shorts, foreign equities, and options are excluded.