Abrams Bison Investments, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Abrams Bison Investments, LLC disclosed 8 US equity positions worth $918.2m in its Q1 2025 13F filing. The largest position was SNX at 30.4% of the reported book, followed by HCA and AMAT. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 2 among the top 8 holdings.
What did Abrams Bison Investments, LLC own in Q1 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | Technology | 30.4% | $278.9m | 2,683,000 | 19% | added |
| 2 | HCA HCA HEALTHCARE INC | Healthcare | 14.9% | $137.2m | 397,000 | 0% | held |
| 3 | AMAT APPLIED MATLS INC | Technology | 13.8% | $127.0m | 875,000 | 0% | held |
| 4 | SN SHARKNINJA INC | Consumer Cyclical | 13.4% | $123.0m | 1,475,000 | 0% | held |
| 5 | COF CAPITAL ONE FINL CORP | Financial Services | 10.4% | $95.7m | 534,000 | -4% | reduced |
| 6 | CACC CREDIT ACCEP CORP MICH | Financial Services | 8.1% | $74.8m | 144,797 | -17% | reduced |
| 7 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 6.0% | $55.2m | 1,820,000 | – | new |
| 8 | SLQT SELECTQUOTE INC | Financial Services | 2.9% | $26.4m | 7,910,794 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.