Abrams Bison Investments, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.31B
Q ending 2026-03-31
Prior quarter
$1.35B
Q ending 2025-12-31
Change
+71.3% QoQ · +151.7% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Sunbelt Rentals Holdings Inc | SUNB | Shares | $817.6M | 12.6M |
| Td Synnex Corporation | SNX | Shares | $420.5M | 2.5M |
| Applied Matls Inc | AMAT | Shares | $240.6M | 704K |
| Sharkninja Inc | Shares | $152.1M | 1.4M | |
| Urban Outfitters Inc | URBN | Shares | $141.0M | 2.2M |
| Teleflex Incorporated | TFX | Shares | $119.6M | 1.0M |
| New York Times Co Mtn Be | NYT | Shares | $118.6M | 1.4M |
| Bright Horizons Fam Sol In D | BFAM | Shares | $116.0M | 1.4M |
| Acadia Healthcare Company In | ACHC | Shares | $102.4M | 4.4M |
| Capital One Finl Corp | COF | Shares | $77.5M | 425K |
| Selectquote Inc | SLQT | Shares | $5.0M | 7.9M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.