Abrams Bison
Q2 2026 versus Q1 2026: 0 bought, 2 added to, 6 reduced, 0 sold. By dollars, the largest buy was Bright Horizons Fam Sol In D, $69.5M more at the quarter-end price; the largest sale Sunbelt Rentals Holdings Inc, $785.7M less. Net, $990.1M more sold than bought. What every tracked investor did in Q2 2026.
Every move, largest first
| Ticker | Issuer | Move | Shares Q1 2026 → Q2 2026 | Bought / sold | Of the portfolio | Weight now | Price vs model |
|---|---|---|---|---|---|---|---|
| SUNB | Sunbelt Rentals Holdings INC | reduced −84% | 12.6M → 2.1M | −$785.7M | −38.35% | 7.5% | — |
| SNX | Td Synnex Corporation | reduced −19% | 2.5M → 2.0M | −$125.8M | −6.14% | 26.4% | — |
| AMAT | Applied Matls INC | reduced −22% | 704,000 → 552,000 | −$109.9M | −5.36% | 19.5% | 89% overvalued |
| BFAM | Bright Horizons Fam Sol In D | added +69% | 1.4M → 2.4M | +$69.5M | +3.39% | 8.3% | — |
| TFX | Teleflex Incorporated | reduced −21% | 1.0M → 793,000 | −$26.2M | −1.28% | 4.9% | — |
| ACHC | Acadia Healthcare Company In | reduced −5% | 4.4M → 4.2M | −$6.3M | −0.31% | 6.0% | — |
| NYT | New York Times CO Mtn Be | reduced −6% | 1.4M → 1.3M | −$5.9M | −0.29% | 4.5% | — |
| URBN | Urban Outfitters INC | added +0% | 2.2M → 2.2M | +$345,300.8 | +0.02% | 7.7% | — |
Bought / sold is the change in shares × the quarter's reported price (value ÷ shares in the filing); a position sold out is priced at the quarter before, since it has no price in this one. “Of the portfolio” is that amount against this quarter's reported book.
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.