Abrams Bison Investments, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Abrams Bison Investments, LLC reported 10 stock positions worth $1.3 billion. Its top holding was TD Synnex (SNX) at 27.6% of the portfolio, followed by Applied Materials (AMAT, 17.0%) and Sharkninja (SN, 10.2%). Compared with Q3 2025, it opened 1 new position, added to 1 and reduced 5. The biggest buy was a new position in Urban Outfitters (URBN) and the biggest sale TD Synnex (SNX, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $1.3B (Q4 2025)
- SEC Filing
- 0000919574-26-001208 ↗ filed Feb 17, 2026
Holdings Value
Holdings 10 stocks · $1.3B
| SNX TD Synnex Corp. | 27.59% | 2,477,000 | $372.1M | Reduce -4.8% |
| AMAT Applied Materials Inc. | 16.99% | 892,000 | $229.2M | Reduce -16.8% |
| SN Sharkninja Inc. | 10.19% | 1,228,000 | $137.4M | Reduce -5.2% |
| URBN Urban Outfitters Inc. | 9.42% | 1,689,000 | $127.1M | New |
| TFX Teleflex Inc. | 8.77% | 969,000 | $118.3M | Add +5.6% |
| COF Capital One Financial Corp. | 8.61% | 479,000 | $116.1M | Reduce -4.2% |
| NYT New York Times Co. Class A | 7.29% | 1,416,086 | $98.3M | No change |
| HCA HCA Healthcare Inc. | 5.71% | 165,000 | $77.0M | Reduce -2.9% |
| ACHC Acadia Healthcare Co. Inc. | 4.61% | 4,380,000 | $62.2M | No change |
| SLQT Selectquote Inc. | 0.83% | 7,910,794 | $11.2M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |