Abrams Bison Investments, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Abrams Bison Investments, LLC reported 8 stock positions worth $970.9 million. Its top holding was TD Synnex (SNX) at 27.2% of the portfolio, followed by Sharkninja (SN, 14.8%) and Applied Materials (AMAT, 14.7%). Compared with Q3 2024, it sold out of 2, added to 1 and reduced 4. The biggest buy was Applied Materials (AMAT, shares +17%) and the biggest sale an exit from Interactive Brokers Gro Class A (IBKR).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $970.9M (Q4 2024)
- SEC Filing
- 0000919574-25-001463 ↗ filed Feb 14, 2025
Holdings Value
Holdings 8 stocks · $970.9M
| SNX TD Synnex Corp. | 27.16% | 2,248,000 | $263.6M | No change |
| SN Sharkninja Inc. | 14.79% | 1,475,000 | $143.6M | No change |
| AMAT Applied Materials Inc. | 14.66% | 875,000 | $142.3M | Add +16.7% |
| HCA HCA Healthcare Inc. | 12.27% | 397,000 | $119.2M | Reduce -3.6% |
| COF Capital One Financial Corp. | 10.25% | 558,000 | $99.5M | Reduce -3.3% |
| UNH Unitedhealth Group Inc. | 9.38% | 180,000 | $91.1M | Reduce -3.2% |
| CACC Credit Acceptance Corp. | 8.46% | 175,000 | $82.2M | Reduce -23.4% |
| SLQT Selectquote Inc. | 3.03% | 7,910,794 | $29.4M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| IBKR Interactive Brokers Gro Class A | Sold out | 0.00% | −4.91 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −3.35 |
| HCA HCA Healthcare Inc. | Reduce -3.6% | 12.27% | −2.18 |
| CACC Credit Acceptance Corp. | Reduce -23.4% | 8.46% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -3.2% | 9.38% | −0.01 |
| COF Capital One Financial Corp. | Reduce -3.3% | 10.25% | +2.79 |
Portfolio Buys Q3 2024 → Q4 2024
| AMAT Applied Materials Inc. | Add +16.7% | 14.66% | +1.58 |
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 |