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Abrams Bison Investments, LLC Top Holdings and 13F Report (2026)

About Abrams Bison Investments, LLC

Investment Activity

  • Abrams Bison Investments, LLC has $2.31 billion in total holdings as of March 31, 2026.
  • Abrams Bison Investments, LLC owns shares of 11 different stocks, but just 6 companies or ETFs make up 80% of its holdings.
  • Approximately 43.10% of the portfolio was purchased this quarter.
  • About 6.54% of the portfolio was sold this quarter.
  • This quarter, Abrams Bison Investments, LLC has purchased 10 new stocks and bought additional shares in 4 stocks.
  • Abrams Bison Investments, LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.

Largest Holdings

SUNBELT RENTALS HOLDINGS INC
$817,601,023
TD SYNNEX
$420,485,549
Applied Materials
$240,620,160
SharkNinja
$152,072,400
Urban Outfitters
$141,017,100

Largest New Holdings this Quarter

866966104 - SUNBELT RENTALS HOLDINGS INC
$817,601,023 Holding
109194100 - Bright Horizons Family Solutions
$116,049,690 Holding

Largest Purchases this Quarter

SUNBELT RENTALS HOLDINGS INC
12,561,085 shares (about $817.60M)
Bright Horizons Family Solutions
1,413,000 shares (about $116.05M)
Urban Outfitters
537,000 shares (about $34.02M)
SharkNinja
208,000 shares (about $22.03M)
Teleflex
31,000 shares (about $3.71M)

Largest Sales this Quarter

Applied Materials
188,000 shares (about $64.26M)
Capital One Financial
54,000 shares (about $9.85M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAbrams Bison Investments, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SUNBELT RENTALS HOLDINGS INC
$817,601,023$817,601,023 â–²New Holding12,561,08535.4%SHS
TD SYNNEX Corporation stock logo
SNX
TD SYNNEX
$420,485,549$2,590,879 â–²0.6%2,492,35718.2%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$240,620,160$64,256,520 â–¼-21.1%704,00010.4%Computer and Technology
SharkNinja, Inc. stock logo
SN
SharkNinja
$152,072,400$22,027,200 â–²16.9%1,436,0006.6%Retail/Wholesale
Urban Outfitters, Inc. stock logo
URBN
Urban Outfitters
$141,017,100$34,018,950 â–²31.8%2,226,0006.1%Retail/Wholesale
Teleflex Incorporated stock logo
TFX
Teleflex
$119,610,000$3,707,910 â–²3.2%1,000,0005.2%Medical
The New York Times Company stock logo
NYT
New York Times
$118,568,8810.0%1,416,0865.1%Consumer Staples
Bright Horizons Family Solutions Inc. stock logo
BFAM
Bright Horizons Family Solutions
$116,049,690$116,049,690 â–²New Holding1,413,0005.0%Business Services
Acadia Healthcare Company, Inc. stock logo
ACHC
Acadia Healthcare
$102,448,2000.0%4,380,0004.4%Medical
Capital One Financial Corporation stock logo
COF
Capital One Financial
$77,532,750$9,851,220 â–¼-11.3%425,0003.4%Finance
SelectQuote, Inc. stock logo
SLQT
SelectQuote
$4,979,8450.0%7,910,7940.2%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$0$77,031,900 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data