ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $1,275,642 (100.0% shares, 0.0% debt)

Holdings (9)

SNX TD SYNNEX CORPORATION 33.4%

Value ($000) $426,283 Shares 2,603,254 Est. Cost $75.59 Unrealized +93.8%

AMAT APPLIED MATLS INC 17.2%

Value ($000) $219,481 Shares 1,072,000 Est. Cost $129.48 Unrealized +39.6%

SN SHARKNINJA INC 10.5%

Value ($000) $133,579 Shares 1,295,000 Est. Cost $60.40 Unrealized +89.1%

TFX TELEFLEX INCORPORATED 8.8%

Value ($000) $112,317 Shares 917,925 Est. Cost $120.66 Unrealized 0.0%

ACHC ACADIA HEALTHCARE COMPANY IN 8.5%

Value ($000) $108,449 Shares 4,380,000 Est. Cost $29.43 Unrealized -24.2%

COF CAPITAL ONE FINL CORP 8.3%

Value ($000) $106,290 Shares 500,000 Est. Cost $99.69 Unrealized +118.5%

NYT NEW YORK TIMES CO 6.4%

Value ($000) $81,283 Shares 1,416,086 Est. Cost $52.52 Unrealized +7.9%

HCA HCA HEALTHCARE INC 5.7%

Value ($000) $72,454 Shares 170,000 Est. Cost $145.36 Unrealized +165.9%

SLQT SELECTQUOTE INC 1.2%

Value ($000) $15,505 Shares 7,910,794 Est. Cost $13.07 Unrealized -83.8%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,603,254	$426,283	33.4%	$75.59	+93.8%	COM	87162W100
AMAT	APPLIED MATLS INC	1,072,000	$219,481	17.2%	$129.48	+39.6%	COM	038222105
SN	SHARKNINJA INC	1,295,000	$133,579	10.5%	$60.40	+89.1%	COM SHS	G8068L108
TFX	TELEFLEX INCORPORATED	917,925	$112,317	8.8%	$120.66	0.0%	COM	879369106
ACHC	ACADIA HEALTHCARE COMPANY IN	4,380,000	$108,449	8.5%	$29.43	-24.2%	COM	00404A109
COF	CAPITAL ONE FINL CORP	500,000	$106,290	8.3%	$99.69	+118.5%	COM	14040H105
NYT	NEW YORK TIMES CO	1,416,086	$81,283	6.4%	$52.52	+7.9%	CL A	650111107
HCA	HCA HEALTHCARE INC	170,000	$72,454	5.7%	$145.36	+165.9%	COM	40412C101
SLQT	SELECTQUOTE INC	7,910,794	$15,505	1.2%	$13.07	-83.8%	COM	816307300