Abrams Bison Investments, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Abrams Bison Investments, LLC reported 9 stock positions worth $1.3 billion. Its top holding was TD Synnex (SNX) at 33.4% of the portfolio, followed by Applied Materials (AMAT, 17.2%) and Sharkninja (SN, 10.5%). Compared with Q2 2025, it opened 1 new position, added to 3 and reduced 2. The biggest buy was a new position in Teleflex (TFX) and the biggest sale Sharkninja (SN, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $1.3B (Q3 2025)
- SEC Filing
- 0000919574-25-007023 ↗ filed Nov 14, 2025
Holdings Value
Holdings 9 stocks · $1.3B
| SNX TD Synnex Corp. | 33.42% | 2,603,254 | $426.3M | No change |
| AMAT Applied Materials Inc. | 17.21% | 1,072,000 | $219.5M | Add +22.5% |
| SN Sharkninja Inc. | 10.47% | 1,295,000 | $133.6M | Reduce -27.0% |
| TFX Teleflex Inc. | 8.80% | 917,925 | $112.3M | New |
| ACHC Acadia Healthcare Co. Inc. | 8.50% | 4,380,000 | $108.4M | Add +22.4% |
| COF Capital One Financial Corp. | 8.33% | 500,000 | $106.3M | No change |
| NYT New York Times Co. Class A | 6.37% | 1,416,086 | $81.3M | Add +0.4% |
| HCA HCA Healthcare Inc. | 5.68% | 170,000 | $72.5M | Reduce -33.3% |
| SLQT Selectquote Inc. | 1.22% | 7,910,794 | $15.5M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |