ABRAMS BISON INVESTMENTS, LLC

CIK: 0001317588SEC EDGAR →

Portfolio Value

$1.3B

Holdings

10

As of

Q4 2025

New Positions

1

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

TD SYNNEX CORPORATION

2,477,000$372.1M
27.59%
2

APPLIED MATLS INC

892,000$229.2M
16.99%
3

SHARKNINJA INC

1,228,000$137.4M
10.19%
4

URBAN OUTFITTERS INC

1,689,000$127.1M
9.42%
5

TELEFLEX INCORPORATED

969,000$118.3M
8.77%
6

CAPITAL ONE FINL CORP

479,000$116.1M
8.61%
7

NEW YORK TIMES CO

1,416,086$98.3M
7.29%
8

HCA HEALTHCARE INC

165,000$77.0M
5.71%
9

ACADIA HEALTHCARE COMPANY IN

4,380,000$62.2M
4.61%
10

SELECTQUOTE INC

7,910,794$11.2M
0.83%

Quarterly Changes

Top Buys

URBNNEW
$127.1M
TFX↑ Increased
$5.9M

Top Sells

SUX↓ Decreased
$54.2M
COF↓ Decreased
$9.8M
AMAT↓ Decreased
$9.8M
HCA↓ Decreased
$4.6M
SN↓ Decreased
$3.8M

New Positions (1)

$127.1M · 1.7M shares

Sector Breakdown

Sector# HoldingsValue%
Unknown1$372.1M27.6%
Consumer Cyclical2$264.5M19.6%
Healthcare3$257.4M19.1%
Technology1$229.2M17.0%
Financial Services2$127.2M9.4%
Communication Services1$98.3M7.3%