Abrams Bison Investments, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Abrams Bison Investments, LLC reported 10 stock positions worth $1.2 billion. Its top holding was TD Synnex (SNX) at 23.3% of the portfolio, followed by HCA Healthcare (HCA, 14.5%) and Sharkninja (SN, 13.8%). Compared with Q2 2024, it added to 2 and reduced 1. The biggest buy was Applied Materials (AMAT, shares +39%) and the biggest sale HCA Healthcare (HCA, shares −10%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $1.2B (Q3 2024)
- SEC Filing
- 0000919574-24-006743 ↗ filed Nov 14, 2024
Holdings Value
Holdings 10 stocks · $1.2B
| SNX TD Synnex Corp. | 23.30% | 2,248,000 | $269.9M | No change |
| HCA HCA Healthcare Inc. | 14.45% | 412,000 | $167.4M | Reduce -10.4% |
| SN Sharkninja Inc. | 13.84% | 1,475,000 | $160.3M | No change |
| AMAT Applied Materials Inc. | 13.08% | 750,000 | $151.5M | Add +38.9% |
| UNH Unitedhealth Group Inc. | 9.39% | 186,000 | $108.8M | No change |
| CACC Credit Acceptance Corp. | 8.74% | 228,306 | $101.2M | Add +30.5% |
| COF Capital One Financial Corp. | 7.46% | 577,000 | $86.4M | No change |
| IBKR Interactive Brokers Gro Class A | 4.91% | 408,000 | $56.9M | No change |
| JPM JPMorgan Chase & Co. | 3.35% | 184,000 | $38.8M | No change |
| SLQT Selectquote Inc. | 1.48% | 7,910,794 | $17.2M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| HCA HCA Healthcare Inc. | Reduce -10.4% | 14.45% | −0.05 |
Portfolio Buys Q2 2024 → Q3 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 |