ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q2 2025 (← Previous) (Next →)

Filing Date: Aug 14, 2025

Total Value ($000): $1,072,215 (100.0% shares, 0.0% debt)

Holdings (8)

SNX TD SYNNEX CORPORATION 32.9%

Value ($000) $353,262 Shares 2,603,254 Est. Cost $75.59 Unrealized +53.8%

SN SHARKNINJA INC 16.4%

Value ($000) $175,707 Shares 1,775,000 Est. Cost $60.40 Unrealized +43.1%

AMAT APPLIED MATLS INC 14.9%

Value ($000) $160,186 Shares 875,000 Est. Cost $117.93 Unrealized +33.5%

COF CAPITAL ONE FINL CORP 9.9%

Value ($000) $106,380 Shares 500,000 Est. Cost $99.69 Unrealized +85.6%

HCA HCA HEALTHCARE INC 9.1%

Value ($000) $97,691 Shares 255,000 Est. Cost $145.36 Unrealized +146.7%

ACHC ACADIA HEALTHCARE COMPANY IN 7.6%

Value ($000) $81,230 Shares 3,580,000 Est. Cost $31.02 Unrealized -23.6%

NYT NEW YORK TIMES CO 7.4%

Value ($000) $78,932 Shares 1,410,000 Est. Cost $52.52 Unrealized 0.0%

SLQT SELECTQUOTE INC 1.8%

Value ($000) $18,828 Shares 7,910,794 Est. Cost $13.07 Unrealized -79.9%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,603,254	$353,262	32.9%	$75.59	+53.8%	COM	87162W100
SN	SHARKNINJA INC	1,775,000	$175,707	16.4%	$60.40	+43.1%	COM SHS	G8068L108
AMAT	APPLIED MATLS INC	875,000	$160,186	14.9%	$117.93	+33.5%	COM	038222105
COF	CAPITAL ONE FINL CORP	500,000	$106,380	9.9%	$99.69	+85.6%	COM	14040H105
HCA	HCA HEALTHCARE INC	255,000	$97,691	9.1%	$145.36	+146.7%	COM	40412C101
ACHC	ACADIA HEALTHCARE COMPANY IN	3,580,000	$81,230	7.6%	$31.02	-23.6%	COM	00404A109
NYT	NEW YORK TIMES CO	1,410,000	$78,932	7.4%	$52.52	0.0%	CL A	650111107
SLQT	SELECTQUOTE INC	7,910,794	$18,828	1.8%	$13.07	-79.9%	COM	816307300