ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

CIK: 0001317588 · Show all filings

Period: Q4 2025 (← Previous)

Filing Date: Feb 17, 2026

Total Value ($000): $1,348,872 (100.0% shares, 0.0% debt)

Holdings (10)

New Positions (1)

URBN URBAN OUTFITTERS INC 9.4%

Value ($000) $127,114 Shares 1,689,000 Est. Cost $70.74 Unrealized 0.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
URBN	URBAN OUTFITTERS INC	1,689,000	$127,114	9.4%	$70.74	0.0%	COM	917047102

Increased Positions (1)

TFX TELEFLEX INCORPORATED 8.8%

Value ($000) $118,257 (+5.3%) Shares 969,000 (+5.6%) Est. Cost $120.68 Unrealized +0.3%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
TFX	TELEFLEX INCORPORATED	969,000 (+5.6%)	$118,257 (+5.3%)	8.8%	$120.68	+0.3%	COM	879369106

Decreased Positions (5)

SNX TD SYNNEX CORPORATION 27.6%

Value ($000) $372,120 (-12.7%) Shares 2,477,000 (-4.8%) Est. Cost $75.59 Unrealized +102.2%

COF CAPITAL ONE FINL CORP 8.6%

Value ($000) $116,090 (+9.2%) Shares 479,000 (-4.2%) Est. Cost $99.69 Unrealized +122.9%

AMAT APPLIED MATLS INC 17.0%

Value ($000) $229,235 (+4.4%) Shares 892,000 (-16.8%) Est. Cost $129.48 Unrealized +85.0%

HCA HCA HEALTHCARE INC 5.7%

Value ($000) $77,032 (+6.3%) Shares 165,000 (-2.9%) Est. Cost $145.36 Unrealized +219.0%

SN SHARKNINJA INC 10.2%

Value ($000) $137,413 (+2.9%) Shares 1,228,000 (-5.2%) Est. Cost $60.40 Unrealized +63.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
SNX	TD SYNNEX CORPORATION	2,477,000 (-4.8%)	$372,120 (-12.7%)	27.6%	$75.59	+102.2%	COM	87162W100
COF	CAPITAL ONE FINL CORP	479,000 (-4.2%)	$116,090 (+9.2%)	8.6%	$99.69	+122.9%	COM	14040H105
AMAT	APPLIED MATLS INC	892,000 (-16.8%)	$229,235 (+4.4%)	17.0%	$129.48	+85.0%	COM	038222105
HCA	HCA HEALTHCARE INC	165,000 (-2.9%)	$77,032 (+6.3%)	5.7%	$145.36	+219.0%	COM	40412C101
SN	SHARKNINJA INC	1,228,000 (-5.2%)	$137,413 (+2.9%)	10.2%	$60.40	+63.2%	COM SHS	G8068L108

Unchanged Positions (3)

ACHC ACADIA HEALTHCARE COMPANY IN 4.6%

Value ($000) $62,152 Shares 4,380,000 Est. Cost $29.43 Unrealized -35.7%

NYT NEW YORK TIMES CO 7.3%

Value ($000) $98,305 Shares 1,416,086 Est. Cost $52.52 Unrealized +17.7%

SLQT SELECTQUOTE INC 0.8%

Value ($000) $11,154 Shares 7,910,794 Est. Cost $13.07 Unrealized -87.2%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ACHC	ACADIA HEALTHCARE COMPANY IN	4,380,000	$62,152	4.6%	$29.43	-35.7%	COM	00404A109
NYT	NEW YORK TIMES CO	1,416,086	$98,305	7.3%	$52.52	+17.7%	CL A	650111107
SLQT	SELECTQUOTE INC	7,910,794	$11,154	0.8%	$13.07	-87.2%	COM	816307300