Abrams Bison Investments, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Abrams Bison Investments, LLC disclosed 11 US equity positions worth $2.0bn in its Q2 2026 13F filing. The largest position was SNX at 26.4% of the reported book, followed by AMAT and SN. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 6 among the top 11 holdings.
What did Abrams Bison Investments, LLC own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | SNX TD SYNNEX CORPORATION | Technology | 26.4% | $540.5m | 2,021,764 | -19% | reduced |
| 2 | AMAT APPLIED MATLS INC | Technology | 19.5% | $399.1m | 552,000 | -22% | reduced |
| 3 | SN SHARKNINJA INC | Consumer Cyclical | 10.7% | $218.7m | 1,436,000 | 0% | held |
| 4 | BFAM BRIGHT HORIZONS FAM SOL IN D | Consumer Cyclical | 8.3% | $169.6m | 2,393,249 | 69% | added |
| 5 | URBN URBAN OUTFITTERS INC | Consumer Cyclical | 7.7% | $158.1m | 2,230,873 | 0% | held |
| 6 | SUNB SUNBELT RENTALS HOLDINGS INC | Industrials | 7.5% | $154.0m | 2,058,758 | -84% | reduced |
| 7 | ACHC ACADIA HEALTHCARE COMPANY IN | Healthcare | 6.0% | $123.0m | 4,165,000 | -5% | reduced |
| 8 | TFX TELEFLEX INCORPORATED | Healthcare | 4.9% | $100.5m | 793,000 | -21% | reduced |
| 9 | NYT NEW YORK TIMES CO MTN BE | Communication Services | 4.5% | $93.2m | 1,331,566 | -6% | reduced |
| 10 | COF CAPITAL ONE FINL CORP | Financial Services | 4.2% | $85.3m | 425,000 | 0% | held |
| 11 | SLQT SELECTQUOTE INC | Financial Services | 0.3% | $6.7m | 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.