StockDriftsStockDriftsTop 10 Abrams Bison Investments LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SNX | TD SYNNEX CORPORATION | 26.38% | 2.02M | $540.5M | -18.88%(-470.59K) | $71.81(+260.32%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 19.48% | 552.0K | $399.1M | -21.59%(-152.00K) | $134.63(+276.71%) | 2026-06-30 | |
| SN | SHARKNINJA INC | 10.67% | 1.44M | $218.7M | +0.00%(+0) | $70.38(+163.00%) | 2026-06-30 | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 8.28% | 2.39M | $169.6M | +69.37%(+980.25K) | $85.24(-16.34%) | 2026-06-30 | |
| URBN | URBAN OUTFITTERS INC | 7.72% | 2.23M | $158.1M | +0.22%(+4.87K) | $72.36(+7.54%) | 2026-06-30 | |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 6% | 4.17M | $123.0M | -4.91%(-215.00K) | $29.48(+4.58%) | 2026-06-30 | |
| TFX | TELEFLEX INCORPORATED | 4.91% | 793.0K | $100.5M | -20.70%(-207.00K) | $120.47(+13.86%) | 2026-06-30 | |
| NYT | NEW YORK TIMES CO MTN BE | 4.55% | 1.33M | $93.2M | -5.97%(-84.52K) | $52.50(+23.40%) | 2026-06-30 | |
| COF | CAPITAL ONE FINL CORP | 4.16% | 425.0K | $85.3M | +0.00%(+0) | $94.56(+140.42%) | 2026-06-30 | |
| SLQT | SELECTQUOTE INC | 0.32% | 7.91M | $6.7M | +0.00%(+0) | $13.80(-94.72%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +34.99% | +145.97% | +19.12% | +139.80% |
| Top 20 Holdings Unweighted | +30.27% | +121.08% | +19.67% | +145.46% |
Abrams Bison Investments LLC reports $2.05B in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are SNX (26.4%), AMAT (19.5%) and SN (10.7%). The top 20 holdings account for 92.47% of reported assets. Its disclosed equity book has returned +145.97% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Abrams Bison Investments LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1317588). View Abrams Bison Investments LLC’s 13F filings on SEC