Abrams Bison Investments, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Abrams Bison Investments, LLC disclosed 8 US equity positions worth $1.1bn in its Q2 2025 13F filing. The largest position was SNX at 32.9% of the reported book, followed by SN and AMAT. Against the Q1 2025 filing, it opened 1 new position, added to 2 and reduced 3 among the top 8 holdings.
What did Abrams Bison Investments, LLC own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | Technology | 32.9% | $353.3m | 2,603,254 | -3% | reduced |
| 2 | SN SHARKNINJA INC | Consumer Cyclical | 16.4% | $175.7m | 1,775,000 | 20% | added |
| 3 | AMAT APPLIED MATLS INC | Technology | 14.9% | $160.2m | 875,000 | 0% | held |
| 4 | COF CAPITAL ONE FINL CORP | Financial Services | 9.9% | $106.4m | 500,000 | -6% | reduced |
| 5 | HCA HCA HEALTHCARE INC | Healthcare | 9.1% | $97.7m | 255,000 | -36% | reduced |
| 6 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 7.6% | $81.2m | 3,580,000 | 97% | added |
| 7 | NYT NEW YORK TIMES CO | Communication Services | 7.4% | $78.9m | 1,410,000 | – | new |
| 8 | SLQT SELECTQUOTE INC | Financial Services | 1.8% | $18.8m | 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.