Abrams Bison Investments, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Abrams Bison Investments, LLC reported 8 stock positions worth $1.1 billion. Its top holding was TD Synnex (SNX) at 32.9% of the portfolio, followed by Sharkninja (SN, 16.4%) and Applied Materials (AMAT, 14.9%). Compared with Q1 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 3. The biggest buy was a new position in New York Times Class A (NYT) and the biggest sale an exit from Credit Acceptance (CACC).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $1.1B (Q2 2025)
- SEC Filing
- 0000919574-25-004905 ↗ filed Aug 14, 2025
Holdings Value
Holdings 8 stocks · $1.1B
| SNX TD Synnex Corp. | 32.95% | 2,603,254 | $353.3M | Reduce -3.0% |
| SN Sharkninja Inc. | 16.39% | 1,775,000 | $175.7M | Add +20.3% |
| AMAT Applied Materials Inc. | 14.94% | 875,000 | $160.2M | No change |
| COF Capital One Financial Corp. | 9.92% | 500,000 | $106.4M | Reduce -6.4% |
| HCA HCA Healthcare Inc. | 9.11% | 255,000 | $97.7M | Reduce -35.8% |
| ACHC Acadia Healthcare Co. Inc. | 7.58% | 3,580,000 | $81.2M | Add +96.7% |
| NYT New York Times Co. Class A | 7.36% | 1,410,000 | $78.9M | New |
| SLQT Selectquote Inc. | 1.76% | 7,910,794 | $18.8M | No change |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |