Abrams Bison
Abrams Bison Investments · SEC CIK 1317588
Concentrated value, quietly compounded.
Q1 2026
Latest 13F
$2.31B
Filed US book
11
Positions
Largest holdings, as filed
Top 11 of 11 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| 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% | |
| 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% |
| SELECTQUOTE INC | SLQT | $4.98M | 0.2% |
Inside the app: the full book for Abrams Bison Investments, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.