ABRAMS BISON INVESTMENTS, LLC

CIK

1317588

Location

Bethesda, MD

Portfolio Value

Mid $2,048,595,536

Diversification

Diversified

Reports for

ABRAMS BISON PARTNERS, LP

Filing Date

Global Rank

#1,568 / 8,798 ▼ 301 · as of Jun 2026

Top Industry

Electronics & Computer Distribution 26.4%

3Y Alpha vs SPY

+13.3%

Period ended 3 months ago

Filed Aug 14, 2026 · 58d

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

26.4%

−9.0 pts

Top 5

72.5%

−4.1 pts

Top 10

99.7%

−0.1 pts

HHI

1,472

Diversified−409

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	45.9%	$939,594,387	2
Consumer Cyclical	26.7%	$546,372,869	3
Healthcare	10.9%	$223,513,130	2
Industrials	7.5%	$154,015,685	1
Communication Services	4.5%	$93,182,988	1
Financial Services	4.5%	$91,916,477	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
BFAM	Bright Horizons Family Solutions Inc.	+980,249	2,393,249	$169,633,489
URBN	Urban Outfitters Inc	+4,873	2,230,873	$158,079,660
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
SUNB	Sunbelt Rentals Holdings, Inc.	−10,502,327	2,058,758	$154,015,685
SNX	Td Synnex Corp	−470,593	2,021,764	$540,498,387
ACHC	Acadia Healthcare Company, Inc.	−215,000	4,165,000	$122,992,450
TFX	Teleflex Inc	−207,000	793,000	$100,520,680
AMAT	Applied Materials Inc /De	−152,000	552,000	$399,096,000
NYT	New York Times Co	−84,520	1,331,566	$93,182,988
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

11 tracked positions · $2,048,595,536 total · filing declares 11 positions · $2,048,596,332 · as of Jun 30, 2026

All sectors Communication Services Consumer Cyclical Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNX	Td Synnex Corp Technology	Reduced	2,021,764	-470,593	$540,498,387	+28.5%	26.38%
AMAT	Applied Materials Inc /De Technology	Reduced	552,000	-152,000	$399,096,000	+65.9%	19.48%
SN	SharkNinja, Inc. Consumer Cyclical	Held	1,436,000	0	$218,659,720	+43.8%	10.67%
BFAM	Bright Horizons Family Solutions Inc. Consumer Cyclical	Added	2,393,249	+980,249	$169,633,489	+46.2%	8.28%
URBN	Urban Outfitters Inc Consumer Cyclical	Added	2,230,873	+4,873	$158,079,660	+12.1%	7.72%
SUNB	Sunbelt Rentals Holdings, Inc. Industrials	Reduced	2,058,758	-10,502,327	$154,015,685	−81.2%	7.52%
ACHC	Acadia Healthcare Company, Inc. Healthcare	Reduced	4,165,000	-215,000	$122,992,450	+20.1%	6.00%
TFX	Teleflex Inc Healthcare	Reduced	793,000	-207,000	$100,520,680	−16.0%	4.91%
NYT	New York Times Co Communication Services	Reduced	1,331,566	-84,520	$93,182,988	−21.4%	4.55%
COF	Capital One Financial Corp Financial Services	Held	425,000	0	$85,263,500	+10.0%	4.16%
SLQT	SelectQuote, Inc. Financial Services	Held	7,910,794	0	$6,652,977	+33.5%	0.32%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.