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ABRAMS BISON INVESTMENTS, LLC · 13F Holdings
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ABRAMS BISON INVESTMENTS, LLC

No.1724 Data as of 2026Q2
Latest AUM (Q2 2026)
$2.05B
QoQ Change Q1 2026
-$262.4M-11.4%
Holdings
11
New Buys
0
Adds
2
Reduces
6
Exits
0
Unchanged
3
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
TD SYNNEX CORPORATIONSNX
26.38%18.2%$540.5M2.0M$420.5M2.5M-470,593-18.88%Reduce
APPLIED MATLS INCAMAT
19.48%10.41%$399.1M552,000$240.6M704,000-152,000-21.59%Reduce
EAST WEST BANCORP INCEWBC
10.67%6.58%$218.7M1.4M$152.1M1.4M00.00%Unchanged
BRIGHT HORIZONS FAM SOL IN DBFAM
8.28%5.02%$169.6M2.4M$116.0M1.4M+980,249+69.37%Add
URBAN OUTFITTERS INCURBN
7.72%6.1%$158.1M2.2M$141.0M2.2M+4,873+0.22%Add
SSUNBELT RENTALS HOLDINGS INC SHSSUN
7.52%35.38%$154.0M2.1M$817.6M12.6M-10.5M-83.61%Reduce
ACADIA HEALTHCARE COMPANY INACHC
6%4.43%$123.0M4.2M$102.4M4.4M-215,000-4.91%Reduce
TELEFLEX INCORPORATEDTFX
4.91%5.18%$100.5M793,000$119.6M1.0M-207,000-20.70%Reduce
NEW YORK TIMES CO MTN BENYT
4.55%5.13%$93.2M1.3M$118.6M1.4M-84,520-5.97%Reduce
CAPITAL ONE FINL CORPCOF
4.16%3.35%$85.3M425,000$77.5M425,00000.00%Unchanged
SSELECTQUOTE INC COMSLQT
0.32%0.22%$6.7M7.9M$5.0M7.9M00.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow