The Analysis of ABRAMS BISON INVESTMENTS, LLC's Holdings & P&L

Currently, ABRAMS BISON INVESTMENTS, LLC holds 11 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in N/A (+12.6M shares, valued at $817.6M), BFAM (+1.4M shares, valued at $116.0M), URBN (+537.0K shares, valued at $34.0M); decreased their positions in AMAT (-188.0K shares, valued at $64.3M), COF (-54.0K shares, valued at $9.9M); initiated new positions in N/A (+12.6M shares, valued at $817.6M), BFAM (+1.4M shares, valued at $116.0M).

1M P&L

+10.5M+0.61%

3M P&L

+231.9M+15.44%

HY P&L

+482.9M+38.62%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Electronics & Computer Distribution372.1M

27.6%

2Semiconductor Equipment & Materials229.2M

17.0%

3Medical Care Facilities139.2M

10.3%

Top Industries by Stock Count

1Medical Care Facilities2 stocks

20.0%

2Semiconductor Equipment & Materials1 stocks

10.0%

3Credit Services1 stocks

10.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC12.6M sharesnew addition2026-03-312026-05-15

SNX TD SYNNEX CORPORATION2.5M shares0.62%2026-03-312026-05-15

AMAT APPLIED MATLS INC704.0K shares-21.08%2026-03-312026-05-15

SN SHARKNINJA INC1.4M shares16.94%2026-03-312026-05-15

URBN URBAN OUTFITTERS INC2.2M shares31.79%2026-03-312026-05-15

TFX TELEFLEX INCORPORATED1.0M shares3.20%2026-03-312026-05-15

NYT NEW YORK TIMES CO MTN BE1.4M shares0.00%2026-03-312026-05-15

BFAM BRIGHT HORIZONS FAM SOL IN D1.4M sharesnew addition2026-03-312026-05-15

Sponsored

ACHC ACADIA HEALTHCARE COMPANY IN4.4M shares0.00%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP425.0K shares-11.27%2026-03-312026-05-15

SLQT SELECTQUOTE INC7.9M shares0.00%2026-03-312026-05-15

SUNBELT RENTALS HOLDINGS INC

New

Shares12.6M

Event2026-03-31

Filed2026-05-15

SNX

TD SYNNEX CORPORATION

0.62%

Shares2.5M

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-21.08%

Shares704.0K

Event2026-03-31

Filed2026-05-15

SHARKNINJA INC

16.94%

Shares1.4M

Event2026-03-31

Filed2026-05-15

URBN

URBAN OUTFITTERS INC

31.79%

Shares2.2M

Event2026-03-31

Filed2026-05-15

TFX

TELEFLEX INCORPORATED

3.20%

Shares1.0M

Event2026-03-31

Filed2026-05-15

NYT

NEW YORK TIMES CO MTN BE

0.00%

Shares1.4M

Event2026-03-31

Filed2026-05-15

BFAM

BRIGHT HORIZONS FAM SOL IN D

New

Shares1.4M

Event2026-03-31

Filed2026-05-15

ACHC

ACADIA HEALTHCARE COMPANY IN

0.00%

Shares4.4M

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

-11.27%

Shares425.0K

Event2026-03-31

Filed2026-05-15

SLQT

SELECTQUOTE INC

0.00%

Shares7.9M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available