Latest ABRAMS BISON INVESTMENTS, LLC Stock Portfolio

$2.05Billion | No. of Holdings #11

ABRAMS BISON INVESTMENTS, LLC Performance

2026 Q2+25.90%

YTD+31.84%

2025+20.66%

About ABRAMS BISON INVESTMENTS, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, ABRAMS BISON INVESTMENTS, LLC reported an equity portfolio of $2 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of ABRAMS BISON INVESTMENTS, LLC are SNX, AMAT, . The fund has invested 26.4% of it's portfolio in TD SYNNEX CORPORATION and 19.5% of portfolio in APPLIED MATLS INC. <br><br> They significantly reduced their stock positions in SUNBELT RENTALS HOLDINGS INC, APPLIED MATLS INC (AMAT) and TELEFLEX INCORPORATED (TFX). The fund showed a lot of confidence in some stocks as they added substantially to BRIGHT HORIZONS FAM SOL IN D (BFAM) and URBAN OUTFITTERS INC (URBN).

ABRAMS BISON INVESTMENTS, LLC Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$2.05Billion

as of Aug 14, 2026

ABRAMS BISON INVESTMENTS, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that ABRAMS BISON INVESTMENTS, LLC made a return of 25.9% in the last quarter. In trailing 12 months, it's portfolio return was 45.8%.

Performance
S&P 500

New Buys

No new stocks were added by ABRAMS BISON INVESTMENTS, LLC

Additions

Ticker	% Inc.
bright horizons fam sol in d	69.37
urban outfitters inc	0.22

Additions to existing portfolio by ABRAMS BISON INVESTMENTS, LLC

Reductions

Ticker	% Reduced
sunbelt rentals holdings inc	-83.61
applied matls inc	-21.59
teleflex incorporated	-20.7
td synnex corporation	-18.88
new york times co mtn be	-5.97
acadia healthcare company in	-4.91

ABRAMS BISON INVESTMENTS, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by ABRAMS BISON INVESTMENTS, LLC

Sector Distribution

ABRAMS BISON INVESTMENTS, LLC has about 45.9% of it's holdings in Technology sector.

Technology
Others
Consumer Cyclical
Healthcare
Financial Services
Communication Services

Sector	%
Technology	45.9
Others	18.2
Consumer Cyclical	16
Healthcare	10.9
Financial Services	4.5
Communication Services	4.5

Market Cap. Distribution

ABRAMS BISON INVESTMENTS, LLC has about 54.6% of it's portfolio invested in the large-cap and mega-cap stocks.

LARGE-CAP
MID-CAP
MEGA-CAP
UNALLOCATED

Category	%
LARGE-CAP	35.1
MID-CAP	26.9
MEGA-CAP	19.5
UNALLOCATED	18.2

Stocks belong to which Index?

About 36.6% of the stocks held by ABRAMS BISON INVESTMENTS, LLC either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500
RUSSELL 2000

Index	%
Others	63.4
S&P 500	28.6
RUSSELL 2000	8

Top 5 Winners (%)		%
AMAT	applied matls inc	99.5 %
SNX	td synnex corporation	52.9 %
	sharkninja inc	43.8 %
SLQT	selectquote inc	33.6 %
ACHC	acadia healthcare company in	25.6 %

Top 5 Winners ($)		$
AMAT	applied matls inc	239.4 M
SNX	td synnex corporation	222.6 M
	sunbelt rentals holdings inc	71.1 M
	sharkninja inc	66.6 M
ACHC	acadia healthcare company in	26.2 M

Top 5 Losers (%)		%
NYT	new york times co mtn be	-15.9 %
BFAM	bright horizons fam sol in d	-11.2 %

Top 5 Losers ($)		$
BFAM	bright horizons fam sol in d	-21.4 M
NYT	new york times co mtn be	-18.9 M

ABRAMS BISON INVESTMENTS, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ABRAMS BISON INVESTMENTS, LLC

ABRAMS BISON INVESTMENTS, LLC has 11 stocks in it's portfolio. BFAM proved to be the most loss making stock for the portfolio. AMAT was the most profitable stock for ABRAMS BISON INVESTMENTS, LLC last quarter.

$2.05BTotal Value

11.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of ABRAMS BISON INVESTMENTS, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
ACHC Acadia Healthcare Company In Acadia Healthcare Company InACHC ABRAMS BISON INVESTMENTS, LLC's holding in Acadia Healthcare Company In over time	6%	4,165,000	$122.99M 6%	decreased 4.91 percentreduced

AMAT Applied Matls Inc Applied Matls IncAMAT ABRAMS BISON INVESTMENTS, LLC's holding in Applied Matls Inc over time	19.48%	552,000	$399.10M 19.48%	decreased 21.59 percentreduced

BFAM Bright Horizons Fam Sol In D Bright Horizons Fam Sol In DBFAM ABRAMS BISON INVESTMENTS, LLC's holding in Bright Horizons Fam Sol In D over time	8.28%	2,393,250	$169.63M 8.28%	increased 69.37 percentadded

COF Capital One Finl Corp Capital One Finl CorpCOF ABRAMS BISON INVESTMENTS, LLC's holding in Capital One Finl Corp over time	4.16%	425,000	$85.26M 4.16%	unchanged 0 percentunchanged

NYT New York Times Co Mtn Be New York Times Co Mtn BeNYT ABRAMS BISON INVESTMENTS, LLC's holding in New York Times Co Mtn Be over time	4.55%	1,331,570	$93.18M 4.55%	decreased 5.97 percentreduced

SLQT Selectquote Inc Selectquote IncSLQT ABRAMS BISON INVESTMENTS, LLC's holding in Selectquote Inc over time	0.32%	7,910,790	$6.65M 0.32%	unchanged 0 percentunchanged

SNX Td Synnex Corporation Td Synnex CorporationSNX ABRAMS BISON INVESTMENTS, LLC's holding in Td Synnex Corporation over time	26.38%	2,021,760	$540.50M 26.38%	decreased 18.88 percentreduced

TFX Teleflex Incorporated Teleflex IncorporatedTFX ABRAMS BISON INVESTMENTS, LLC's holding in Teleflex Incorporated over time	4.91%	793,000	$100.52M 4.91%	decreased 20.7 percentreduced

URBN Urban Outfitters Inc Urban Outfitters IncURBN ABRAMS BISON INVESTMENTS, LLC's holding in Urban Outfitters Inc over time	7.72%	2,230,870	$158.08M 7.72%	increased 0.22 percentadded

Com Shs Sharkninja Inc Sharkninja Inc ABRAMS BISON INVESTMENTS, LLC's holding in Sharkninja Inc over time	10.67%	1,436,000	$218.66M 10.67%	unchanged 0 percentunchanged

Shs Sunbelt Rentals Holdings Inc Sunbelt Rentals Holdings Inc ABRAMS BISON INVESTMENTS, LLC's holding in Sunbelt Rentals Holdings Inc over time	7.52%	2,058,760	$154.02M 7.52%	decreased 83.61 percentreduced