Abrams Bison Investments, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Abrams Bison Investments, LLC reported 8 stock positions worth $918.2 million. Its top holding was TD Synnex (SNX) at 30.4% of the portfolio, followed by HCA Healthcare (HCA, 14.9%) and Applied Materials (AMAT, 13.8%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 1 and reduced 2. The biggest buy was a new position in Acadia Healthcare (ACHC) and the biggest sale an exit from Unitedhealth (UNH).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $918.2M (Q1 2025)
- SEC Filing
- 0000919574-25-003258 ↗ filed May 15, 2025
Holdings Value
Holdings 8 stocks · $918.2M
| SNX TD Synnex Corp. | 30.38% | 2,683,000 | $278.9M | Add +19.4% |
| HCA HCA Healthcare Inc. | 14.94% | 397,000 | $137.2M | No change |
| AMAT Applied Materials Inc. | 13.83% | 875,000 | $127.0M | No change |
| SN Sharkninja Inc. | 13.40% | 1,475,000 | $123.0M | No change |
| COF Capital One Financial Corp. | 10.43% | 534,000 | $95.7M | Reduce -4.3% |
| CACC Credit Acceptance Corp. | 8.14% | 144,797 | $74.8M | Reduce -17.3% |
| ACHC Acadia Healthcare Co. Inc. | 6.01% | 1,820,000 | $55.2M | New |
| SLQT Selectquote Inc. | 2.88% | 7,910,794 | $26.4M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |