Abrams Bison Investments, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Abrams Bison Investments, LLC reported 11 stock positions worth $2.3 billion. Its top holding was Sunbelt Rentals (SUNB) at 35.4% of the portfolio, followed by TD Synnex (SNX, 18.2%) and Applied Materials (AMAT, 10.4%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 4 and reduced 2. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale Applied Materials (AMAT, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- Bethesda, MD
- CIK
- 0001317588
- Portfolio Value
- $2.3B (Q1 2026)
- SEC Filing
- 0000919574-26-003514 ↗ filed May 15, 2026
Holdings Value
Holdings 11 stocks · $2.3B
| SUNB Sunbelt Rentals Holdings Inc. | 35.38% | 12,561,085 | $817.6M | New |
| SNX TD Synnex Corp. | 18.20% | 2,492,357 | $420.5M | Add +0.6% |
| AMAT Applied Materials Inc. | 10.41% | 704,000 | $240.6M | Reduce -21.1% |
| SN Sharkninja Inc. | 6.58% | 1,436,000 | $152.1M | Add +16.9% |
| URBN Urban Outfitters Inc. | 6.10% | 2,226,000 | $141.0M | Add +31.8% |
| TFX Teleflex Inc. | 5.18% | 1,000,000 | $119.6M | Add +3.2% |
| NYT New York Times Co. Class A | 5.13% | 1,416,086 | $118.6M | No change |
| BFAM Bright Horizons Family Solut | 5.02% | 1,413,000 | $116.0M | New |
| ACHC Acadia Healthcare Co. Inc. | 4.43% | 4,380,000 | $102.4M | No change |
| COF Capital One Financial Corp. | 3.35% | 425,000 | $77.5M | Reduce -11.3% |
| SLQT Selectquote Inc. | 0.22% | 7,910,794 | $5.0M | No change |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
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 |