Institutions / Abrams Bison Investments, LLC

Abrams Bison Investments, LLC

CIK 1317588 · Institution · as of Mar 31, 2026
Portfolio value
$2.31B
Positions
11
As of
Mar 31, 2026

Portfolio trend

Portfolio value

$2.31B+71.3%
$2.31B$1.83B$1.35BQ4 '25Q1 '26

Positions

11+10.0%
111110Q4 '25Q1 '26

Top holdings

Mar 31, 2026
CompanyClassValueShares% of portfolio
Sunbelt Rentals Holdings, Inc.SUNBCommon Stock$817.60M12,561,08535.4%
TD SYNNEX Corp—$420.49M2,492,35718.2%
Applied Materials Inc /De—$240.62M704,00010.4%
Sharkninja Inc—$152.07M1,436,0006.6%
Urban Outfitters Inc—$141.02M2,226,0006.1%
Teleflex Inc—$119.61M1,000,0005.2%
New York Times Co—$118.57M1,416,0865.1%
Bright Horizons Family Solutions Inc.—$116.05M1,413,0005.0%
Acadia Healthcare Company, Inc.—$102.45M4,380,0004.4%
Capital One Financial Corp—$77.53M425,0003.4%
SelectQuote, Inc.SLQTCommon Stock$4.98M7,910,7940.2%

Activity

Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
DateActionCompanyValueShares ΔPosition afterImpact
Q1 2026
as of
NewSUNB
Sunbelt Rentals Holdings, Inc.
Common Stock
$817.60M+12.6M
12,561,085
35.38% of portfolio
high
Q1 2026
as of
NewBright Horizons Family Solutions Inc.$116.05M+1.4M
1,413,000
5.02% of portfolio
high
Q1 2026
as of
ExitHCA Healthcare, Inc.$-77.03M-165K
-100.00%
—
high
Q1 2026
as of
TrimApplied Materials Inc /De$-64.26M-188K
-21.08%
704,000
10.41% of portfolio
high
Q1 2026
as of
AddUrban Outfitters Inc$34.02M+537K
+31.79%
2,226,000
6.10% of portfolio
medium
Q1 2026
as of
AddG8068L108$22.03M+208K
+16.94%
1,436,000
6.58% of portfolio
medium
Q1 2026
as of
TrimCapital One Financial Corp$-9.85M-54K
-11.27%
425,000
3.35% of portfolio
medium
Q1 2026
as of
AddTeleflex Inc$3.71M+31K
+3.20%
1,000,000
5.18% of portfolio
low
Q1 2026
as of
AddTD SYNNEX Corp$2.59M+15K
+0.62%
2,492,357
18.20% of portfolio
low