Abrams Bison
Abrams Bison Investments · SEC CIK 1317588
Concentrated value, quietly compounded.
This filing is 158 days old. Abrams Bison Investments keeps roughly 92% of its positions in a typical quarter, so about 87% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 11 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| SUNBELT RENTALS HOLDINGS INC | SUNB | $817.60M | 35.4% | |
| TD SYNNEX CORPORATION | SNX | $420.49M | 18.2% | |
| APPLIED MATLS INC | AMAT | $240.62M | 10.4% | |
| SHARKNINJA INC | $152.07M | 6.6% | n/a | |
| URBAN OUTFITTERS INC | URBN | $141.02M | 6.1% | |
| TELEFLEX INCORPORATED | TFX | $119.61M | 5.2% | |
| NEW YORK TIMES CO MTN BE | NYT | $118.57M | 5.1% | |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | $116.05M | 5.0% | |
| ACADIA HEALTHCARE COMPANY IN | ACHC | $102.45M | 4.4% | |
| CAPITAL ONE FINL CORP | COF | $77.53M | 3.4% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q4 2025 and Q1 2026, the largest new position was SUNB, now $817.60M; the largest trim was SNX (shares down 19%); HCA no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Exited since Q4 2025
- HCAwas $77.03M
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Abrams Bison's biggest holdings?
As of the Q1 2026 13F, the largest reported positions at Abrams Bison Investments are SUNB (35.4% of the book), SNX (18.2% of the book), AMAT (10.4% of the book).
How big is Abrams Bison Investments's portfolio?
The latest 13F reports $2.31B across 11 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Abrams Bison still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Abrams Bison Investments's own filing history, the fund keeps roughly 92% of positions in a typical quarter, so at 158 days since the period end roughly 87% of this book is likely intact. The snapshot half-life for this fund is about 763 days.
What did Abrams Bison buy and sell last quarter?
Between Q4 2025 and Q1 2026, the largest new position was SUNB, now $817.60M; the largest trim was SNX (shares down 19%); HCA no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Inside the app: the full book for Abrams Bison Investments, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.