Abrams Bison Investments, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Abrams Bison Investments, LLC reported 10 stock positions worth $1.0 billion. Its top holding was TD Synnex (SNX) at 25.5% of the portfolio, followed by HCA Healthcare (HCA, 14.5%) and Applied Materials (AMAT, 12.5%). Compared with Q1 2024, it opened 1 new position, sold out of 2, added to 1 and reduced 3. The biggest buy was a new position in Unitedhealth (UNH) and the biggest sale an exit from Pioneer Natural Resources (PXD).

Most Recent 13F
Q2 2026
Location
Bethesda, MD
CIK
0001317588
Portfolio Value
$1.0B (Q2 2024)
SEC Filing
0000919574-24-004744 ↗ filed Aug 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.1B Q1 2024 Q2 2024: $1.0B $1.0B Q2 2024 Q3 2024: $1.2B Q3 2024 Q4 2024: $970.9M Q4 2024 Q1 2025: $918.2M Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.3B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $2.3B Q1 2026 Q2 2026: $2.0B Q2 2026

Holdings 10 stocks · $1.0B
SNX TD Synnex Corp. 25.45% 2,248,000 $259.4M No change
HCA HCA Healthcare Inc. 14.50% 460,000 $147.8M No change
AMAT Applied Materials Inc. 12.50% 540,000 $127.4M Reduce -40.7%
SN Sharkninja Inc. 10.88% 1,475,000 $110.8M Add +14.3%
UNH Unitedhealth Group Inc. 9.29% 186,000 $94.7M New
CACC Credit Acceptance Corp. 8.84% 175,000 $90.1M No change
COF Capital One Financial Corp. 7.84% 577,000 $79.9M No change
IBKR Interactive Brokers Gro Class A 4.91% 408,000 $50.0M Reduce -49.8%
JPM JPMorgan Chase & Co. 3.65% 184,000 $37.2M Reduce -54.3%
SLQT Selectquote Inc. 2.14% 7,910,794 $21.8M No change

Portfolio Sells Q1 2024 → Q2 2024
PXD Pioneer Natural Resources Co. Sold out 0.00% −6.56
AMAT Applied Materials Inc. Reduce -40.7% 12.50% −4.25
JPM JPMorgan Chase & Co. Reduce -54.3% 3.65% −3.55
IBKR Interactive Brokers Gro Class A Reduce -49.8% 4.91% −3.20
PFSI Pennymac Financial Services Sold out 0.00% −0.11

Portfolio Buys Q1 2024 → Q2 2024
UNH Unitedhealth Group Inc. New 9.29% +9.29
SN Sharkninja Inc. Add +14.3% 10.88% +3.70

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 11$2.0BSNX, AMAT, SN, BFAM, URBN
Q1 2026 11$2.3BSUNB, SNX, AMAT, SN, URBN
Q4 2025 10$1.3BSNX, AMAT, SN, URBN, TFX
Q3 2025 9$1.3BSNX, AMAT, SN, TFX, ACHC
Q2 2025 8$1.1BSNX, SN, AMAT, COF, HCA
Q1 2025 8$918.2MSNX, HCA, AMAT, SN, COF
Q4 2024 8$970.9MSNX, SN, AMAT, HCA, COF
Q3 2024 10$1.2BSNX, HCA, SN, AMAT, UNH
Q2 2024 10$1.0BSNX, HCA, AMAT, SN, UNH
Q1 2024 11$1.1BSNX, AMAT, HCA, CACC, IBKR