Abrams Bison Investments, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Abrams Bison Investments, LLC disclosed 11 US equity positions worth $2.3bn in its Q1 2026 13F filing. The largest position was SUNB at 35.4% of the reported book, followed by SNX and AMAT.
What did Abrams Bison Investments, LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 35.4% | $817.6m | 12,561,085 | – | |
| 2 | SNX TD SYNNEX CORPORATION | Technology | 18.2% | $420.5m | 2,492,357 | – | |
| 3 | AMAT APPLIED MATLS INC | Technology | 10.4% | $240.6m | 704,000 | – | |
| 4 | SN SHARKNINJA INC | Consumer Cyclical | 6.6% | $152.1m | 1,436,000 | – | |
| 5 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 6.1% | $141.0m | 2,226,000 | – | |
| 6 | TFX TELEFLEX INCORPORATED | Healthcare | 5.2% | $119.6m | 1,000,000 | – | |
| 7 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 5.1% | $118.6m | 1,416,086 | – | |
| 8 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 5.0% | $116.0m | 1,413,000 | – | |
| 9 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 4.4% | $102.4m | 4,380,000 | – | |
| 10 | COF CAPITAL ONE FINL CORP | Financial Services | 3.4% | $77.5m | 425,000 | – | |
| 11 | SLQT SELECTQUOTE INC | Financial Services | 0.2% | $5.0m | 7,910,794 | – |
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.