Institutional Manager · CIK 0001317588
ABRAMS BISON INVESTMENTS, LLC
Bethesda, MD · File #028-11161
Latest AUM
$1.35B
Positions
10
Top-10 Concentration
100.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | URBAN OUTFITTERS INC | URBN | +1,689,000 | +$127.1M | $0 |
| REDUCE | APPLIED MATLS INC | 038222105 | -180,000 | -$46.3M | +$56.0M |
| REDUCE | TD SYNNEX CORPORATION | SNX | -126,254 | -$19.0M | -$35.2M |
| REDUCE | SHARKNINJA INC | SN | -67,000 | -$7.5M | +$11.3M |
| ADD | TELEFLEX INCORPORATED | TFX | +51,075 | +$6.2M | -$293,736 |
| REDUCE | CAPITAL ONE FINL CORP | 14040H105 | -21,000 | -$5.1M | +$14.9M |
| REDUCE | HCA HEALTHCARE INC | HCA | -5,000 | -$2.3M | +$6.9M |
| REDUCE | ACADIA HEALTHCARE COMPANY IN | ACHC | 0 | $0 | -$46.3M |
| REDUCE | NEW YORK TIMES CO | NYT | 0 | $0 | +$17.0M |
| REDUCE | SELECTQUOTE INC | SLQT | 0 | $0 | -$4.4M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Sep 20259 pos · $1.28B
- 13F HOLDINGS REPORTQ/E Jun 20258 pos · $1.07B
- 13F HOLDINGS REPORTQ/E Mar 20258 pos · $918.2M
- 13F HOLDINGS REPORTQ/E Dec 20248 pos · $970.9M
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $1.16B
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $1.02B
- 13F HOLDINGS REPORTQ/E Mar 202411 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Dec 202311 pos · $909.8M
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | TD SYNNEX CORPORATION | SNX | 2,477,000 | $372.1M | 27.59% |
| 2 | APPLIED MATLS INC | 038222105 | 892,000 | $229.2M | 16.99% |
| 3 | SHARKNINJA INC | SN | 1,228,000 | $137.4M | 10.19% |
| 4 | URBAN OUTFITTERS INC | URBN | 1,689,000 | $127.1M | 9.42% |
| 5 | TELEFLEX INCORPORATED | TFX | 969,000 | $118.3M | 8.77% |
| 6 | CAPITAL ONE FINL CORP | 14040H105 | 479,000 | $116.1M | 8.61% |
| 7 | NEW YORK TIMES CO | NYT | 1,416,086 | $98.3M | 7.29% |
| 8 | HCA HEALTHCARE INC | HCA | 165,000 | $77.0M | 5.71% |
| 9 | ACADIA HEALTHCARE COMPANY IN | ACHC | 4,380,000 | $62.2M | 4.61% |
| 10 | SELECTQUOTE INC | SLQT | 7,910,794 | $11.2M | 0.83% |