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ABRAMS BISON INVESTMENTS, LLC

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13F filer, CIK 1317588, Bethesda, MD

ABRAMS BISON INVESTMENTS, LLC reported $2,048,596,332 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 99.68% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-005554

Period
2026-06-30
Reported value
$2.05B
Holdings
11
Top 10 weight
99.68%
New
0
Sold out
0

Part of the filer group ABRAMS BISON INVESTMENTS, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BFAMadded+980,249$69.5M
URBNadded+4,873$345K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SUNBreduced-10,502,327-$786M
SNXreduced-470,593-$126M
AMATreduced-152,000-$110M
TFXreduced-207,000-$26.2M
ACHCreduced-215,000-$6.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000919574-26-005554, largest first. % of portfolio is the value over $2,048,596,332, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SNXTD SYNNEX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,248,000 shares; 2024Q4: 2,248,000 shares; 2025Q1: 2,683,000 shares; 2025Q2: 2,603,254 shares; 2025Q3: 2,603,254 shares; 2025Q4: 2,477,000 shares; 2026Q1: 2,492,357 shares; 2026Q2: 2,021,764 shares 2,021,764$540M26.38%-470,593Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 750,000 shares; 2024Q4: 875,000 shares; 2025Q1: 875,000 shares; 2025Q2: 875,000 shares; 2025Q3: 1,072,000 shares; 2025Q4: 892,000 shares; 2026Q1: 704,000 shares; 2026Q2: 552,000 shares 552,000$399M19.48%-152,000Timeline
SNSHARKNINJA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,475,000 shares; 2024Q4: 1,475,000 shares; 2025Q1: 1,475,000 shares; 2025Q2: 1,775,000 shares; 2025Q3: 1,295,000 shares; 2025Q4: 1,228,000 shares; 2026Q1: 1,436,000 shares; 2026Q2: 1,436,000 shares 1,436,000$219M10.67%0Timeline
BFAMBRIGHT HORIZONS FAM SOL IN DQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,413,000 shares; 2026Q2: 2,393,249 shares 2,393,249$170M8.28%+980,249Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,689,000 shares; 2026Q1: 2,226,000 shares; 2026Q2: 2,230,873 shares 2,230,873$158M7.72%+4,873Timeline
SUNBSUNBELT RENTALS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,561,085 shares; 2026Q2: 2,058,758 shares 2,058,758$154M7.52%-10,502,327Timeline
ACHCACADIA HEALTHCARE COMPANY INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,820,000 shares; 2025Q2: 3,580,000 shares; 2025Q3: 4,380,000 shares; 2025Q4: 4,380,000 shares; 2026Q1: 4,380,000 shares; 2026Q2: 4,165,000 shares 4,165,000$123M6%-215,000Timeline
TFXTELEFLEX INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 917,925 shares; 2025Q4: 969,000 shares; 2026Q1: 1,000,000 shares; 2026Q2: 793,000 shares 793,000$101M4.91%-207,000Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410,000 shares; 2025Q3: 1,416,086 shares; 2025Q4: 1,416,086 shares; 2026Q1: 1,416,086 shares; 2026Q2: 1,331,566 shares 1,331,566$93.2M4.55%-84,520Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 577,000 shares; 2024Q4: 558,000 shares; 2025Q1: 534,000 shares; 2025Q2: 500,000 shares; 2025Q3: 500,000 shares; 2025Q4: 479,000 shares; 2026Q1: 425,000 shares; 2026Q2: 425,000 shares 425,000$85.3M4.16%0Timeline
SLQTSELECTQUOTE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,910,794 shares; 2024Q4: 7,910,794 shares; 2025Q1: 7,910,794 shares; 2025Q2: 7,910,794 shares; 2025Q3: 7,910,794 shares; 2025Q4: 7,910,794 shares; 2026Q1: 7,910,794 shares; 2026Q2: 7,910,794 shares 7,910,794$6.65M0.32%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-26-005554 base2026-08-14acceptance time not in the bulk data set