Abrams Bison
Portfolio value$2.0B
Positions11
QuarterQ2 2026ended 2026-06-30
Filed08/142026
Abrams Bison Investments, LLC's Q2 2026 13F, filed Aug 14, 2026, reports 11 positions worth $2.0B. The ten largest are 99.7% of the book, led by Td Synnex Corporation at 26.4%, Applied Materials at 19.5% and Sharkninja Inc at 10.7%. Against Q1 2026: 0 bought, 2 added to, 6 reduced, 0 sold; the largest moves were reduced Sunbelt Rentals Holdings Inc (−84%) and reduced Td Synnex Corporation (−19%).
Where the money is
SNXAMATSNBFAMURBNSUNBACHCTFXNYTCOF
Holdings
| Ticker | Issuer | Weight | Value | Q-end → now | Price vs model | Change |
|---|---|---|---|---|---|---|
| SNX | Td Synnex Corporation | 26.4% | $540.5M2.0M sh | 267.34 | — | reduced −19% |
| AMAT | Applied Matls INC | 19.5% | $399.1M552,000 sh | 723.00 → −43% | 89% overvalued | reduced −22% |
| SN | Sharkninja INC | 10.7% | $218.7M1.4M sh | 152.27 | — | held |
| BFAM | Bright Horizons Fam Sol In D | 8.3% | $169.6M2.4M sh | 70.88 | — | added +69% |
| URBN | Urban Outfitters INC | 7.7% | $158.1M2.2M sh | 70.86 | — | added +0% |
| SUNB | Sunbelt Rentals Holdings INC | 7.5% | $154.0M2.1M sh | 74.81 | — | reduced −84% |
| ACHC | Acadia Healthcare Company In | 6.0% | $123.0M4.2M sh | 29.53 | — | reduced −5% |
| TFX | Teleflex Incorporated | 4.9% | $100.5M793,000 sh | 126.76 | — | reduced −21% |
| NYT | New York Times CO Mtn Be | 4.5% | $93.2M1.3M sh | 69.98 | — | reduced −6% |
| COF | Capital One Finl Corp | 4.2% | $85.3M425,000 sh | 200.62 → +1% | 10% overvalued | held |
| SLQT | Selectquote INC | 0.3% | $6.7M7.9M sh | 0.84 | — | held |
Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.