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Abrams Bison Investments, Llc

Portfolio Manager
Abrams Bison Investments, Llc
Performance
+8.77% (2026 Q1)
AUM (13F)
$2.31B
# of Holdings
11
Performance Rank
Allocation (Top 20)
64.62%

Abrams Bison Investments, Llc Holdings Map

Top 10 Abrams Bison Investments, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SNX
TD SYNNEX CORPORATION
18.2%2.49M$420.5M
+0.62%(+15.36K)
2025-Q1: 2.68M shares2025-Q2: 2.60M shares2025-Q3: 2.60M shares2025-Q4: 2.48M shares2026-Q1: 2.49M shares
$71.81(+220.70%)
2026-03-31
AMAT
APPLIED MATLS INC
10.41%704.0K$240.6M
-21.08%(-188.00K)
2025-Q1: 875.0K shares2025-Q2: 875.0K shares2025-Q3: 1.07M shares2025-Q4: 892.0K shares2026-Q1: 704.0K shares
$134.63(+224.30%)
2026-03-31
SN
SHARKNINJA INC
6.58%1.44M$152.1M
+16.94%(+208.00K)
2025-Q1: 1.48M shares2025-Q2: 1.77M shares2025-Q3: 1.29M shares2025-Q4: 1.23M shares2026-Q1: 1.44M shares
$70.38(+50.08%)
2026-03-31
URBN
URBAN OUTFITTERS INC
6.1%2.23M$141.0M
+31.79%(+537.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.69M shares2026-Q1: 2.23M shares
$72.37(-4.73%)
2026-03-31
TFX
TELEFLEX INCORPORATED
5.18%1.00M$119.6M
+3.20%(+31.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 917.9K shares2025-Q4: 969.0K shares2026-Q1: 1.00M shares
$120.47(+7.67%)
2026-03-31
NYT
NEW YORK TIMES CO MTN BE
5.13%1.42M$118.6M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 1.41M shares2025-Q3: 1.42M shares2025-Q4: 1.42M shares2026-Q1: 1.42M shares
$52.50(+41.86%)
2026-03-31
BFAM
BRIGHT HORIZONS FAM SOL IN D
5.02%1.41M$116.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.41M shares
$91.76(-25.27%)
2026-03-31
ACHC
ACADIA HEALTHCARE COMPANY IN
4.43%4.38M$102.4M
+0.00%(+0)
2025-Q1: 1.82M shares2025-Q2: 3.58M shares2025-Q3: 4.38M shares2025-Q4: 4.38M shares2026-Q1: 4.38M shares
$29.48(-12.45%)
2026-03-31
COF
CAPITAL ONE FINL CORP
3.35%425.0K$77.5M
-11.27%(-54.00K)
2025-Q1: 534.0K shares2025-Q2: 500.0K shares2025-Q3: 500.0K shares2025-Q4: 479.0K shares2026-Q1: 425.0K shares
$94.56(+97.94%)
2026-03-31
SLQT
SELECTQUOTE INC
0.22%7.91M$5.0M
+0.00%(+0)
2025-Q1: 7.91M shares2025-Q2: 7.91M shares2025-Q3: 7.91M shares2025-Q4: 7.91M shares2026-Q1: 7.91M shares
$13.80(-91.59%)
2026-03-31

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