ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $1.276B (100.0% shares, 0.0% debt)

Holdings (9)

SNX TD SYNNEX CORPORATION 33.4%

Value $426M Shares 2,603,254 Est. Cost $75.59 Unrealized +93.8%

AMAT APPLIED MATLS INC 17.2%

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

SN SHARKNINJA INC 10.5%

Value $134M Shares 1,295,000 Est. Cost $60.40 Unrealized +89.1%

TFX TELEFLEX INCORPORATED 8.8%

Value $112M Shares 917,925 Est. Cost $120.66 Unrealized 0.0%

ACHC ACADIA HEALTHCARE COMPANY IN 8.5%

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

COF CAPITAL ONE FINL CORP 8.3%

Value $106M Shares 500,000 Est. Cost $99.69 Unrealized +118.5%

NYT NEW YORK TIMES CO 6.4%

Value $81.28M Shares 1,416,086 Est. Cost $52.52 Unrealized +7.9%

HCA HCA HEALTHCARE INC 5.7%

Value $72.45M Shares 170,000 Est. Cost $145.36 Unrealized +165.9%

SLQT SELECTQUOTE INC 1.2%

Value $15.51M Shares 7,910,794 Est. Cost $13.07 Unrealized -83.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,603,254	$426M	33.4%	$75.59	+93.8%	COM	87162W100
AMAT	APPLIED MATLS INC	1,072,000	$219M	17.2%	$129.48	+39.6%	COM	038222105
SN	SHARKNINJA INC	1,295,000	$134M	10.5%	$60.40	+89.1%	COM SHS	G8068L108
TFX	TELEFLEX INCORPORATED	917,925	$112M	8.8%	$120.66	0.0%	COM	879369106
ACHC	ACADIA HEALTHCARE COMPANY IN	4,380,000	$108M	8.5%	$29.43	-24.2%	COM	00404A109
COF	CAPITAL ONE FINL CORP	500,000	$106M	8.3%	$99.69	+118.5%	COM	14040H105
NYT	NEW YORK TIMES CO	1,416,086	$81.28M	6.4%	$52.52	+7.9%	CL A	650111107
HCA	HCA HEALTHCARE INC	170,000	$72.45M	5.7%	$145.36	+165.9%	COM	40412C101
SLQT	SELECTQUOTE INC	7,910,794	$15.51M	1.2%	$13.07	-83.8%	COM	816307300