ABRAMS BISON INVESTMENTS, LLC
Top Portfolio Positions
11 positions ·
$2,310,989,551 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SUNB |
Sunbelt Rentals Holdings, Inc.
Industrials
|
12,561,085 | $817,601,022 | 35.38% | |
| SNX |
Td Synnex Corp
Technology
|
2,492,357 | $420,485,549 | 18.20% | |
| AMAT |
Applied Materials Inc /De
Technology
|
704,000 | $240,620,160 | 10.41% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
1,436,000 | $152,072,400 | 6.58% | |
| URBN |
Urban Outfitters Inc
Consumer Cyclical
|
2,226,000 | $141,017,100 | 6.10% | |
| TFX |
Teleflex Inc
Healthcare
|
1,000,000 | $119,610,000 | 5.18% | |
| NYT |
New York Times Co
Communication Services
|
1,416,086 | $118,568,880 | 5.13% | |
| BFAM |
Bright Horizons Family Solutions Inc.
Consumer Cyclical
|
1,413,000 | $116,049,690 | 5.02% | |
| ACHC |
Acadia Healthcare Company, Inc.
Healthcare
|
4,380,000 | $102,448,200 | 4.43% | |
| COF |
Capital One Financial Corp
Financial Services
|
425,000 | $77,532,750 | 3.35% |
Portfolio Trend
25 quarters · across all stocks
Holdings in SN
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $152,072,400 | 1,436,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $137,413,200 | 1,228,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $133,579,250 | 1,295,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,707,250 | 1,775,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $123,029,750 | 1,475,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $143,606,000 | 1,475,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $160,347,250 | 1,475,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $110,846,250 | 1,475,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $80,354,100 | 1,290,000 | Shares | Sole | 2024-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||