Abrams Bison Investments, LLC
Net seller this quarter
$2.05B
11
-$990M
99.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNX | $540M | 26.38% | 2.53% | -18.9% | Q2 2020 |
 AMAT | $399M | 19.48% | 0.07% | -21.6% | Q4 2018 |
 SN | $219M | 10.67% | 1.02% | Not reported | Q1 2024 |
 BFAM | $170M | 8.28% | 4.86% | +69.4% | Q1 2026 |
 URBN | $158M | 7.72% | 2.61% | +0.2% | Q4 2025 |
 SUNB | $154M | 7.52% | 0.50% | -83.6% | Q1 2026 |
 ACHC | $123M | 6.00% | 4.58% | -4.9% | Q2 2019 |
 TFX | $101M | 4.91% | 1.79% | -20.7% | Q3 2025 |
 NYT | $93.2M | 4.55% | Not reported | -6.0% | Q2 2025 |
 COF | $85.3M | 4.16% | 0.07% | Not reported | Q1 2023 |
 SLQT | $6.65M | 0.32% | 4.48% | Not reported | Q3 2021 |
| Q1 2026 | |||||
| SUNB | $818M | 35.38% | 3.04% | New | Q1 2026 |
| SNX | $420M | 18.20% | 3.10% | +0.6% | Q2 2020 |
| AMAT | $241M | 10.41% | 0.09% | -21.1% | Q4 2018 |
| SN | $152M | 6.58% | 1.01% | +16.9% | Q1 2024 |
| URBN | $141M | 6.10% | 2.60% | +31.8% | Q4 2025 |
| TFX | $120M | 5.18% | 2.26% | +3.2% | Q3 2025 |
| NYT | $119M | 5.13% | Not reported | Not reported | Q2 2025 |
| BFAM | $116M | 5.02% | 2.67% | New | Q1 2026 |
| ACHC | $102M | 4.43% | 4.83% | Not reported | Q2 2019 |
| COF | $77.5M | 3.35% | 0.07% | -11.3% | Q1 2023 |
| SLQT | $4.98M | 0.22% | 4.49% | Not reported | Q3 2021 |
| Q4 2025 | |||||
| SNX | $372M | 27.59% | 3.04% | -4.9% | Q2 2020 |
| AMAT | $229M | 16.99% | 0.11% | -16.8% | Q4 2018 |
| SN | $137M | 10.19% | 0.87% | -5.2% | Q1 2024 |
| URBN | $127M | 9.42% | 1.88% | New | Q4 2025 |
| TFX | $118M | 8.77% | 2.19% | +5.6% | Q3 2025 |
| COF | $116M | 8.61% | 0.08% | -4.2% | Q1 2023 |
| NYT | $98.3M | 7.29% | Not reported | Not reported | Q2 2025 |
 HCA | $77M | 5.71% | 0.07% | -2.9% | Q1 2020 |
| ACHC | $62.2M | 4.61% | 4.84% | Not reported | Q2 2019 |
| SLQT | $11.2M | 0.83% | 4.49% | Not reported | Q3 2021 |
| Q3 2025 | |||||
| SNX | $426M | 33.42% | 3.20% | Not reported | Q2 2020 |
| AMAT | $219M | 17.21% | 0.13% | +22.5% | Q4 2018 |
| SN | $134M | 10.47% | 0.92% | -27.0% | Q1 2024 |
| TFX | $112M | 8.80% | 2.08% | New | Q3 2025 |
| ACHC | $108M | 8.50% | 4.84% | +22.4% | Q2 2019 |
| COF | $106M | 8.33% | 0.08% | Not reported | Q1 2023 |
| NYT | $81.3M | 6.37% | Not reported | +0.4% | Q2 2025 |
| HCA | $72.5M | 5.68% | 0.07% | -33.3% | Q1 2020 |
| SLQT | $15.5M | 1.22% | 4.50% | Not reported | Q3 2021 |