ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 17, 2026

Total Value: $1.349B (100.0% shares, 0.0% debt)

Holdings (10)

SNX TD SYNNEX CORPORATION 27.6%

Value $372M Shares 2,477,000 Est. Cost $75.59 Unrealized +102.2%

AMAT APPLIED MATLS INC 17.0%

Value $229M Shares 892,000 Est. Cost $129.48 Unrealized +85.0%

SN SHARKNINJA INC 10.2%

Value $137M Shares 1,228,000 Est. Cost $60.40 Unrealized +63.2%

URBN URBAN OUTFITTERS INC 9.4%

Value $127M Shares 1,689,000 Est. Cost $70.74 Unrealized 0.0%

TFX TELEFLEX INCORPORATED 8.8%

Value $118M Shares 969,000 Est. Cost $120.68 Unrealized +0.3%

COF CAPITAL ONE FINL CORP 8.6%

Value $116M Shares 479,000 Est. Cost $99.69 Unrealized +122.9%

NYT NEW YORK TIMES CO 7.3%

Value $98.3M Shares 1,416,086 Est. Cost $52.52 Unrealized +17.7%

HCA HCA HEALTHCARE INC 5.7%

Value $77.03M Shares 165,000 Est. Cost $145.36 Unrealized +219.0%

ACHC ACADIA HEALTHCARE COMPANY IN 4.6%

Value $62.15M Shares 4,380,000 Est. Cost $29.43 Unrealized -35.7%

SLQT SELECTQUOTE INC 0.8%

Value $11.15M Shares 7,910,794 Est. Cost $13.07 Unrealized -87.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,477,000	$372M	27.6%	$75.59	+102.2%	COM	87162W100
AMAT	APPLIED MATLS INC	892,000	$229M	17.0%	$129.48	+85.0%	COM	038222105
SN	SHARKNINJA INC	1,228,000	$137M	10.2%	$60.40	+63.2%	COM SHS	G8068L108
URBN	URBAN OUTFITTERS INC	1,689,000	$127M	9.4%	$70.74	0.0%	COM	917047102
TFX	TELEFLEX INCORPORATED	969,000	$118M	8.8%	$120.68	+0.3%	COM	879369106
COF	CAPITAL ONE FINL CORP	479,000	$116M	8.6%	$99.69	+122.9%	COM	14040H105
NYT	NEW YORK TIMES CO	1,416,086	$98.3M	7.3%	$52.52	+17.7%	CL A	650111107
HCA	HCA HEALTHCARE INC	165,000	$77.03M	5.7%	$145.36	+219.0%	COM	40412C101
ACHC	ACADIA HEALTHCARE COMPANY IN	4,380,000	$62.15M	4.6%	$29.43	-35.7%	COM	00404A109
SLQT	SELECTQUOTE INC	7,910,794	$11.15M	0.8%	$13.07	-87.2%	COM	816307300