Q2 2026 · SEC CIK 0001317588
Abrams Bison Investments portfolio
SuperinvestorAsset managerAbrams Bison Investments, LLC filed on 2026-08-14. Open SEC filings ↗
- Reported 13F value
- $2.0B
- Reported positions
- 11
- Eligible equities
- 10
- Holdings vs S&P 500, 3 years
- +13.0 pts
Average holding period of the top positions: 3.6 yrs. Holdings vs the S&P 500 over 1 and 5 years: +39.3 pts, +7.2 pts.
In its Q2 2026 13F, filed 2026-08-14, Abrams Bison Investments, LLC reported 11 positions worth $2.0B. Its largest holdings were TD SYNNEX CORPORATION (SNX, 26.4%), APPLIED MATLS INC (AMAT, 19.5%), SHARKNINJA INC (SN, 10.7%). Over the last 3 years its top holdings ran 13.0 points a year ahead of the S&P 500.
Reported holdings in the Q2 2026 13F.
The portfolio weight uses the full reported share-portfolio denominator. Weight changes compare this 13F with the one before it; price moves also change weights, so these are not trade labels. “New” means the position was not in the previous 13F at all; “—” marks a small position the earlier filing data does not cover.
| Stock | % of reported portfolio | Weight change | Reported value |
|---|---|---|---|
| SNXTD SYNNEX CORPORATION | 26.4% | +8.19 pp | $540.5M |
| AMATAPPLIED MATLS INC | 19.5% | +9.07 pp | $399.1M |
| SNSHARKNINJA INC | 10.7% | +4.09 pp | $218.7M |
| BFAMBRIGHT HORIZONS FAM SOL IN D | 8.3% | +3.26 pp | $169.6M |
| URBNURBAN OUTFITTERS INC | 7.7% | +1.61 pp | $158.1M |
| SUNBSUNBELT RENTALS HOLDINGS INC | 7.5% | -27.86 pp | $154.0M |
| ACHCACADIA HEALTHCARE COMPANY IN | 6.0% | +1.57 pp | $123.0M |
| TFXTELEFLEX INCORPORATED | 4.9% | -0.27 pp | $100.5M |
| NYTNEW YORK TIMES CO MTN BE | 4.5% | -0.58 pp | $93.2M |
| COFCAPITAL ONE FINL CORP | 4.2% | +0.81 pp | $85.3M |
What Abrams Bison Investments bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
- BFAM Bright Horizons Family Solutions Inc Del+69.4% shares
Reduced
- SUNB Sunbelt Rentals Holdings Inc-83.6% shares
- AMAT Applied Matls Inc-21.6% shares
- TFX Teleflex Incorporated-20.7% shares
- SNX Td Synnex Corporation-18.9% shares
- NYT New York Times Co Mtn Be-6.0% shares
Sold out
Nothing sold out.
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +70.2% /yr
- S&P 500 +20.1%
- 3 years
- +34.4% /yr
- S&P 500 +20.4%
- 5 years
- +18.6% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Questions about Abrams Bison Investments's portfolio
What stocks does Abrams Bison Investments own?
Abrams Bison Investments, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 11 positions worth $2.0B. The largest are Td Synnex Corporation (SNX) at 26.4%, Applied Matls Inc (AMAT) at 19.5%, Sharkninja Inc Com Shs (SN) at 10.7%, Bright Horizons Family Solutions Inc Del (BFAM) at 8.3% and Urban Outfitters Inc (URBN) at 7.7%.
What did Abrams Bison Investments buy last quarter?
In Q2 2026, Abrams Bison Investments, LLC added Bright Horizons Family Solutions Inc Del (BFAM) (+69.4% shares), compared with its Q1 2026 filing.
What did Abrams Bison Investments sell last quarter?
In Q2 2026, Abrams Bison Investments, LLC Sunbelt Rentals Holdings Inc (SUNB) (-83.6% shares), Applied Matls Inc (AMAT) (-21.6% shares) and Teleflex Incorporated (TFX) (-20.7% shares), compared with its Q1 2026 filing.
How has Abrams Bison Investments's portfolio performed?
A portfolio copying Abrams Bison Investments, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +34.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +70.2% against +20.1%. Over 5 years: +18.6% a year against +11.6%.
When is Abrams Bison Investments, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Abrams Bison Investments, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.