Abrams Bison Investments, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Abrams Bison Investments, LLC disclosed 9 US equity positions worth $1.3bn in its Q3 2025 13F filing. The largest position was SNX at 33.4% of the reported book, followed by AMAT and SN. Against the Q2 2025 filing, it opened 1 new position, added to 2 and reduced 2 among the top 9 holdings.
What did Abrams Bison Investments, LLC own in Q3 2025? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | Technology | 33.4% | $426.3m | 2,603,254 | 0% | held |
| 2 | AMAT APPLIED MATLS INC | Technology | 17.2% | $219.5m | 1,072,000 | 23% | added |
| 3 | SN SHARKNINJA INC | Consumer Cyclical | 10.5% | $133.6m | 1,295,000 | -27% | reduced |
| 4 | TFX TELEFLEX INCORPORATED | Healthcare | 8.8% | $112.3m | 917,925 | – | new |
| 5 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 8.5% | $108.4m | 4,380,000 | 22% | added |
| 6 | COF CAPITAL ONE FINL CORP | Financial Services | 8.3% | $106.3m | 500,000 | 0% | held |
| 7 | NYT NEW YORK TIMES CO | Communication Services | 6.4% | $81.3m | 1,416,086 | 0% | held |
| 8 | HCA HCA HEALTHCARE INC | Healthcare | 5.7% | $72.5m | 170,000 | -33% | reduced |
| 9 | SLQT SELECTQUOTE INC | Financial Services | 1.2% | $15.5m | 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.