ABRAMS BISON INVESTMENTS, LLC Long-Term Concentrated

Location: Bethesda, MD

CIK: 0001317588 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

Total Value: $2.311B (100.0% shares, 0.0% debt)

Holdings (11)

SUNB SUNBELT RENTALS HOLDINGS INC 35.4%

Value $818M Shares 12,561,085 Est. Cost $65.09 Unrealized —

SNX TD SYNNEX CORPORATION 18.2%

Value $420M Shares 2,492,357 Est. Cost $75.59 Unrealized +108.4%

AMAT APPLIED MATLS INC 10.4%

Value $241M Shares 704,000 Est. Cost $129.48 Unrealized +152.2%

SN SHARKNINJA INC 6.6%

Value $152M Shares 1,436,000 Est. Cost $69.42 Unrealized +76.8%

URBN URBAN OUTFITTERS INC 6.1%

Value $141M Shares 2,226,000 Est. Cost $70.91 Unrealized +0.7%

TFX TELEFLEX INCORPORATED 5.2%

Value $120M Shares 1,000,000 Est. Cost $120.31 Unrealized -9.6%

NYT NEW YORK TIMES CO MTN BE 5.1%

Value $119M Shares 1,416,086 Est. Cost $52.52 Unrealized +37.6%

BFAM BRIGHT HORIZONS FAM SOL IN D 5.0%

Value $116M Shares 1,413,000 Est. Cost $88.60 Unrealized 0.0%

ACHC ACADIA HEALTHCARE COMPANY IN 4.4%

Value $102M Shares 4,380,000 Est. Cost $29.43 Unrealized -50.6%

COF CAPITAL ONE FINL CORP 3.4%

Value $77.53M Shares 425,000 Est. Cost $99.69 Unrealized +123.9%

SLQT SELECTQUOTE INC 0.2%

Value $4.98M Shares 7,910,794 Est. Cost $13.07 Unrealized -90.3%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SUNB	SUNBELT RENTALS HOLDINGS INC	12,561,085	$818M	35.4%	$65.09	—	SHS	866966104
SNX	TD SYNNEX CORPORATION	2,492,357	$420M	18.2%	$75.59	+108.4%	COM	87162W100
AMAT	APPLIED MATLS INC	704,000	$241M	10.4%	$129.48	+152.2%	COM	038222105
SN	SHARKNINJA INC	1,436,000	$152M	6.6%	$69.42	+76.8%	COM SHS	G8068L108
URBN	URBAN OUTFITTERS INC	2,226,000	$141M	6.1%	$70.91	+0.7%	COM	917047102
TFX	TELEFLEX INCORPORATED	1,000,000	$120M	5.2%	$120.31	-9.6%	COM	879369106
NYT	NEW YORK TIMES CO MTN BE	1,416,086	$119M	5.1%	$52.52	+37.6%	CL A	650111107
BFAM	BRIGHT HORIZONS FAM SOL IN D	1,413,000	$116M	5.0%	$88.60	0.0%	COM	109194100
ACHC	ACADIA HEALTHCARE COMPANY IN	4,380,000	$102M	4.4%	$29.43	-50.6%	COM	00404A109
COF	CAPITAL ONE FINL CORP	425,000	$77.53M	3.4%	$99.69	+123.9%	COM	14040H105
SLQT	SELECTQUOTE INC	7,910,794	$4.98M	0.2%	$13.07	-90.3%	COM	816307300