Abrams Bison Investments, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Abrams Bison Investments, LLC disclosed 10 US equity positions worth $1.3bn in its Q4 2025 13F filing. The largest position was SNX at 27.6% of the reported book, followed by AMAT and SN. Against the Q3 2025 filing, it opened 1 new position, added to 1 and reduced 5 among the top 10 holdings.
What did Abrams Bison Investments, LLC own in Q4 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | Technology | 27.6% | $372.1m | 2,477,000 | -5% | reduced |
| 2 | AMAT APPLIED MATLS INC | Technology | 17.0% | $229.2m | 892,000 | -17% | reduced |
| 3 | SN SHARKNINJA INC | Consumer Cyclical | 10.2% | $137.4m | 1,228,000 | -5% | reduced |
| 4 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 9.4% | $127.1m | 1,689,000 | – | new |
| 5 | TFX TELEFLEX INCORPORATED | Healthcare | 8.8% | $118.3m | 969,000 | 6% | added |
| 6 | COF CAPITAL ONE FINL CORP | Financial Services | 8.6% | $116.1m | 479,000 | -4% | reduced |
| 7 | NYT NEW YORK TIMES CO | Communication Services | 7.3% | $98.3m | 1,416,086 | 0% | held |
| 8 | HCA HCA HEALTHCARE INC | Healthcare | 5.7% | $77.0m | 165,000 | -3% | reduced |
| 9 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 4.6% | $62.2m | 4,380,000 | 0% | held |
| 10 | SLQT SELECTQUOTE INC | Financial Services | 0.8% | $11.2m | 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.