Abrams Bison Investments, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Abrams Bison Investments, LLC reported 11 stock positions worth $1.1 billion. Its top holding was TD Synnex (SNX) at 22.7% of the portfolio, followed by Applied Materials (AMAT, 16.8%) and HCA Healthcare (HCA, 13.7%). Compared with Q4 2023, it opened 2 new positions, sold out of 2, added to 1 and reduced 5. The biggest buy was a new position in Sharkninja (SN) and the biggest sale an exit from Nexstar Media (NXST).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $1.1B (Q1 2024)
- SEC Filing
- 0000919574-24-003206 ↗ filed May 15, 2024
Holdings Value
Holdings 11 stocks · $1.1B
| SNX TD Synnex Corp. | 22.70% | 2,248,000 | $254.2M | No change |
| AMAT Applied Materials Inc. | 16.75% | 910,000 | $187.7M | No change |
| HCA HCA Healthcare Inc. | 13.70% | 460,000 | $153.4M | Reduce -16.4% |
| CACC Credit Acceptance Corp. | 8.62% | 175,000 | $96.5M | Add +6.7% |
| IBKR Interactive Brokers Gro Class A | 8.11% | 813,000 | $90.8M | Reduce -10.9% |
| COF Capital One Financial Corp. | 7.67% | 577,000 | $85.9M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 7.21% | 403,000 | $80.7M | Reduce -2.7% |
| SN Sharkninja Inc. | 7.17% | 1,290,000 | $80.4M | New |
| PXD Pioneer Natural Resources Co. | 6.56% | 280,000 | $73.5M | Reduce -7.3% |
| SLQT Selectquote Inc. | 1.41% | 7,910,794 | $15.8M | No change |
| PFSI Pennymac Financial Services | 0.11% | 13,000 | $1.2M | New |
Portfolio Sells Q4 2023 → Q1 2024
| NXST Nexstar Media Group Inc. | Sold out | 0.00% | −4.59 |
| STNE Stoneco Ltd. Class A | Sold out | 0.00% | −2.53 |
| HCA HCA Healthcare Inc. | Reduce -16.4% | 13.70% | −1.23 |
| PXD Pioneer Natural Resources Co. | Reduce -7.3% | 6.56% | −0.25 |
| COF Capital One Financial Corp. | Reduce -0.7% | 7.67% | +0.03 |
| JPM JPMorgan Chase & Co. | Reduce -2.7% | 7.21% | +0.15 |
| IBKR Interactive Brokers Gro Class A | Reduce -10.9% | 8.11% | +0.53 |
Portfolio Buys Q4 2023 → Q1 2024
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 |