Abrams Bison Investments
Bethesda, MDfiles as ABRAMS BISON INVESTMENTS, LLC
$2.0bn in 11 US stocks at the end of 30 June 2026. The top 10 are 99.7% of the money. It changed about 28.7% of the portfolio this quarter.
Value
$2.0bn
Stocks
11
Top 10 share
99.7%
Turnover
28.7%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
- Bright Horizons Family SolutionsBFAM8.3% of the fund+69%
Cut
Sold some of their stake.
- TD SynnexSNX26.4% of the fund-19%
- Applied MaterialsAMAT19.5% of the fund-22%
- Sunbelt Rentals HoldingsSUNB7.5% of the fund-84%
- Acadia Healthcare CompanyACHC6.0% of the fund-5%
- TeleflexTFX4.9% of the fund-21%
- New York TimesNYT4.5% of the fund-6%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| TD SynnexSNX | 26.4% | $540m | 2,021,764 | -19% |
| Applied MaterialsAMAT | 19.5% | $399m | 552,000 | -22% |
| SharkNinjaSN | 10.7% | $219m | 1,436,000 | Held |
| Bright Horizons Family SolutionsBFAM | 8.3% | $170m | 2,393,249 | +69% |
| Urban OutfittersURBN | 7.7% | $158m | 2,230,873 | Held |
| Sunbelt Rentals HoldingsSUNB | 7.5% | $154m | 2,058,758 | -84% |
| Acadia Healthcare CompanyACHC | 6.0% | $123m | 4,165,000 | -5% |
| TeleflexTFX | 4.9% | $101m | 793,000 | -21% |
| New York TimesNYT | 4.5% | $93m | 1,331,566 | -6% |
| Capital One FinancialCOF | 4.2% | $85m | 425,000 | Held |
| SelectQuoteSLQT | 0.3% | $7m | 7,910,794 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 91.1% since 30 June 2025.
Where the money is
Technology53.4%
Retail & consumer26.7%
Health care10.9%
Media & telecom4.5%
Financial services4.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.