Abrams Bison Investments 13F, Q2 2026
Abrams Bison · quarter ending 30 June 2026 · filed 14 August 2026 · SEC CIK 1317588
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q2 2026
Weights are against the whole filed book. Changes are in shares held, against the Q1 2026 filing.
| Company | Ticker | Value | % of book | vs Q1 2026 |
|---|---|---|---|---|
| TD SYNNEX CORPORATION | SNX | $540.50M | 26.4% | -19% shares |
| APPLIED MATLS INC | AMAT | $399.10M | 19.5% | -22% shares |
| SHARKNINJA INC | $218.66M | 10.7% | unchanged | |
| BRIGHT HORIZONS FAM SOL IN D | BFAM | $169.63M | 8.3% | +69% shares |
| URBAN OUTFITTERS INC | URBN | $158.08M | 7.7% | unchanged |
| SUNBELT RENTALS HOLDINGS INC | SUNB | $154.02M | 7.5% | -84% shares |
| ACADIA HEALTHCARE COMPANY IN | ACHC | $122.99M | 6.0% | -5% shares |
| TELEFLEX INCORPORATED | TFX | $100.52M | 4.9% | -21% shares |
| NEW YORK TIMES CO MTN BE | NYT | $93.18M | 4.5% | -6% shares |
| CAPITAL ONE FINL CORP | COF | $85.26M | 4.2% | unchanged |
| SELECTQUOTE INC | SLQT | $6.65M | 0.3% | unchanged |
What changed since Q1 2026
Against the Q1 2026 filing, Abrams Bison Investments opened 0 new positions, added to 1, trimmed 6, left 4 unchanged and exited 0. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0000919574-26-005554, filed by ABRAMS BISON INVESTMENTS, LLC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.