2026 Q2 Portfolio Activity
In 2026 Q2, ABRAMS BISON INVESTMENTS, LLC maintained a portfolio of 11 distinct positions. They heavily accumulated shares in BRIGHT HORIZONS FAM SOL IN D, increasing the position by 69.4%. The fund also reduced its exposure to SUNBELT RENTALS HOLDINGS INC by 83.6%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
SNX (26.4%)
Top 10 Concentration
99.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
ABRAMS BISON INVESTMENTS, LLC Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SNX
TD SYNNEX CORPO...
|
Technology | 26.38% | 18.20% |
#1
1
Prev: #2
|
6.5 |
—
|
-470,593 | -18.9% |
P
S
|
2,021,764 | $540,498,388 |
$77.59
+225.5%
|
2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
AMAT
APPLIED MATLS I...
|
Technology | 19.48% | 10.41% |
#2
1
Prev: #3
|
5.5 |
—
|
-152,000 | -21.6% |
P
S
|
552,000 | $399,096,000 | 2018 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 10.67% | 6.58% |
#3
1
Prev: #4
|
6.0 |
—
|
no change | no change |
P
S
|
1,436,000 | $218,659,720 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
BFAM
BRIGHT HORIZONS...
|
Consumer Cyclical | 8.28% | 5.02% |
#4
4
Prev: #8
|
6.8 |
—
|
980,249 | 69.4% |
P
S
|
2,393,249 | $169,633,489 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
URBN
URBAN OUTFITTER...
|
Consumer Cyclical | 7.72% | 6.10% |
#5
Prev: #5
|
4.1 |
—
|
4,873 | 0.2% |
P
S
|
2,230,873 | $158,079,661 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
SUNBELT RENTALS...
|
|
Unknown | 7.52% | 35.38% |
#6
5
Prev: #1
|
3.0 |
—
|
-10,502,327 | -83.6% |
P
S
|
2,058,758 | $154,015,686 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
ACHC
ACADIA HEALTHCA...
|
Healthcare | 6.00% | 4.43% |
#7
2
Prev: #9
|
2.9 |
—
|
-215,000 | -4.9% |
P
S
|
4,165,000 | $122,992,450 | 2019 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TFX
TELEFLEX INCORP...
|
Healthcare | 4.91% | 5.18% |
#8
2
Prev: #6
|
2.0 |
—
|
-207,000 | -20.7% |
P
S
|
793,000 | $100,520,680 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 4.55% | 5.13% |
#9
2
Prev: #7
|
2.3 |
—
|
-84,520 | -6.0% |
P
S
|
1,331,566 | $93,182,989 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 4.16% | 3.35% |
#10
Prev: #10
|
2.7 |
—
|
no change | no change |
P
S
|
425,000 | $85,263,500 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SLQT
SELECTQUOTE INC
|
Financial Services | 0.32% | 0.22% |
#11
Prev: #11
|
1.1 |
—
|
no change | no change |
P
S
|
7,910,794 | $6,653,769 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings