Abrams Bison Investments, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Abrams Bison Investments, LLC reported 11 stock positions worth $2.0 billion. Its top holding was TD Synnex (SNX) at 26.4% of the portfolio, followed by Applied Materials (AMAT, 19.5%) and Sharkninja (SN, 10.7%). Compared with Q1 2026, it added to 2 and reduced 6. The biggest buy was Bright Horizons Family Solut (BFAM, shares +69%) and the biggest sale Sunbelt Rentals (SUNB, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $2.0B (Q2 2026)
- SEC Filing
- 0000919574-26-005554 ↗ filed Aug 14, 2026
Holdings Value
Holdings 11 stocks · $2.0B
| SNX TD Synnex Corp. | 26.38% | 2,021,764 | $540.5M | Reduce -18.9% |
| AMAT Applied Materials Inc. | 19.48% | 552,000 | $399.1M | Reduce -21.6% |
| SN Sharkninja Inc. | 10.67% | 1,436,000 | $218.7M | No change |
| BFAM Bright Horizons Family Solut | 8.28% | 2,393,249 | $169.6M | Add +69.4% |
| URBN Urban Outfitters Inc. | 7.72% | 2,230,873 | $158.1M | Add +0.2% |
| SUNB Sunbelt Rentals Holdings Inc. | 7.52% | 2,058,758 | $154.0M | Reduce -83.6% |
| ACHC Acadia Healthcare Co. Inc. | 6.00% | 4,165,000 | $123.0M | Reduce -4.9% |
| TFX Teleflex Inc. | 4.91% | 793,000 | $100.5M | Reduce -20.7% |
| NYT New York Times Co. Class A | 4.55% | 1,331,566 | $93.2M | Reduce -6.0% |
| COF Capital One Financial Corp. | 4.16% | 425,000 | $85.3M | No change |
| SLQT Selectquote Inc. | 0.32% | 7,910,794 | $6.7M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| SUNB Sunbelt Rentals Holdings Inc. | Reduce -83.6% | 7.52% | −27.86 |
| NYT New York Times Co. Class A | Reduce -6.0% | 4.55% | −0.58 |
| TFX Teleflex Inc. | Reduce -20.7% | 4.91% | −0.27 |
| ACHC Acadia Healthcare Co. Inc. | Reduce -4.9% | 6.00% | +1.57 |
| SNX TD Synnex Corp. | Reduce -18.9% | 26.38% | +8.19 |
| AMAT Applied Materials Inc. | Reduce -21.6% | 19.48% | +9.07 |
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $2.0B | SNX, AMAT, SN, BFAM, URBN |
| Q1 2026 | 11 | $2.3B | SUNB, SNX, AMAT, SN, URBN |
| Q4 2025 | 10 | $1.3B | SNX, AMAT, SN, URBN, TFX |
| Q3 2025 | 9 | $1.3B | SNX, AMAT, SN, TFX, ACHC |
| Q2 2025 | 8 | $1.1B | SNX, SN, AMAT, COF, HCA |
| Q1 2025 | 8 | $918.2M | SNX, HCA, AMAT, SN, COF |
| Q4 2024 | 8 | $970.9M | SNX, SN, AMAT, HCA, COF |
| Q3 2024 | 10 | $1.2B | SNX, HCA, SN, AMAT, UNH |
| Q2 2024 | 10 | $1.0B | SNX, HCA, AMAT, SN, UNH |
| Q1 2024 | 11 | $1.1B | SNX, AMAT, HCA, CACC, IBKR |