Abrams Bison Investments, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1317588) · Explore on the interactive board
Abrams Bison Investments, LLC disclosed 11 US equity positions worth $2.0bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SNX at 26.4% of the reported book, followed by AMAT, SN. The top ten holdings are 99.7% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 1, reduced 6 and exited 0. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Abrams Bison Investments, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 1 added, 6 reduced, 0 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | Technology | 26.4% | $540.5m | 2,021,764 | -19% | reduced |
| 2 | AMAT APPLIED MATLS INC | Technology | 19.5% | $399.1m | 552,000 | -22% | reduced |
| 3 | SN SHARKNINJA INC | Consumer Cyclical | 10.7% | $218.7m | 1,436,000 | 0% | held |
| 4 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 8.3% | $169.6m | 2,393,249 | 69% | added |
| 5 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 7.7% | $158.1m | 2,230,873 | 0% | held |
| 6 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 7.5% | $154.0m | 2,058,758 | -84% | reduced |
| 7 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 6.0% | $123.0m | 4,165,000 | -5% | reduced |
| 8 | TFX TELEFLEX INCORPORATED | Healthcare | 4.9% | $100.5m | 793,000 | -21% | reduced |
| 9 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 4.5% | $93.2m | 1,331,566 | -6% | reduced |
| 10 | COF CAPITAL ONE FINL CORP | Financial Services | 4.2% | $85.3m | 425,000 | 0% | held |
| 11 | SLQT SELECTQUOTE INC | Financial Services | 0.3% | $6.7m | 7,910,794 | 0% | held |
Sector mix
| Sector | Weight |
|---|---|
| Technology | 45.9% |
| Consumer Cyclical | 26.7% |
| Healthcare | 10.9% |
| Industrials | 7.5% |
| Communication Services | 4.5% |
| Financial Services | 4.5% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Abrams Bison Investments, LLC's portfolio?
Across every quarter Abrams Bison Investments, LLC has filed, its median largest position is 30.9% of the book and its median top-ten weight is 99.7%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%).