Follow-The-Filings

Featured 13F manager

Abrams Bison Investments, LLC Abrams Bison

Bethesda, MD 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $2B
  • 11 Positions
  • 2026 Q2
  • −11.3% QoQ
  • Top 5 72.6%

Portfolio

2026 Q2 · filed 8/14/2026 · 11 long

top 5 72.6% · top 10 99.7%

AUM over time

2026 Q2 $2B −11.3% QoQ
2021 Q3 · $1.3B 2021 Q3 · $1.3B
Q3 2021
2021 Q4 · $1.3B · −0.3% QoQ 2021 Q4 · $1.3B · −0.3% QoQ
Q4
2022 Q1 · $1.2B · −11.9% QoQ 2022 Q1 · $1.2B · −11.9% QoQ
Q1 2022
2022 Q2 · $884M · −25.0% QoQ 2022 Q2 · $884M · −25.0% QoQ
Q2
2022 Q3 · $926M · +4.8% QoQ 2022 Q3 · $926M · +4.8% QoQ
Q3
2022 Q4 · $938M · +1.3% QoQ 2022 Q4 · $938M · +1.3% QoQ
Q4
2023 Q1 · $1B · +6.6% QoQ 2023 Q1 · $1B · +6.6% QoQ
Q1 2023
2023 Q2 · $997M · −0.3% QoQ 2023 Q2 · $997M · −0.3% QoQ
Q2
2023 Q3 · $910M · −8.7% QoQ 2023 Q3 · $910M · −8.7% QoQ
Q3
2023 Q4 · $998M · +9.7% QoQ 2023 Q4 · $998M · +9.7% QoQ
Q4
2024 Q1 · $1.1B · +12.2% QoQ 2024 Q1 · $1.1B · +12.2% QoQ
Q1 2024
2024 Q2 · $1B · −9.0% QoQ 2024 Q2 · $1B · −9.0% QoQ
Q2
2024 Q3 · $1.2B · +13.6% QoQ 2024 Q3 · $1.2B · +13.6% QoQ
Q3
2024 Q4 · $971M · −16.1% QoQ 2024 Q4 · $971M · −16.1% QoQ
Q4
2025 Q1 · $918M · −5.5% QoQ 2025 Q1 · $918M · −5.5% QoQ
Q1 2025
2025 Q2 · $1.1B · +16.8% QoQ 2025 Q2 · $1.1B · +16.8% QoQ
Q2
2025 Q3 · $1.3B · +19.0% QoQ 2025 Q3 · $1.3B · +19.0% QoQ
Q3
2025 Q4 · $1.3B · +5.7% QoQ 2025 Q4 · $1.3B · +5.7% QoQ
Q4
2026 Q1 · $2.3B · +71.3% QoQ 2026 Q1 · $2.3B · +71.3% QoQ
Q1 2026
2026 Q2 · $2B · −11.3% QoQ 2026 Q2 · $2B · −11.3% QoQ
Q2

Book

2022 Q1 2021 Q4 · filed 16 May · long equity

SNX - Td Synnex 18.98% Hold 2,169,000 $103.21 $224M
Pioneer Nat Res 12.68% Hold 598,000 $250.03 $150M
HCA - Hca Healthcare 12.64% Reduce −25.4% 595,000 $250.62 $149M −203,000 −$56M
UNH - Unitedhealth Group 8.22% Hold 190,000 $509.97 $97M
AMAT - Applied Matls 7.88% Hold 705,000 $131.80 $93M
GD - General Dynamics 7.20% Hold 352,000 $241.18 $85M
PGR - Progressive 7.02% Reduce −27.0% 726,000 $113.99 $83M −269,000 −$19M
Holding 6.94% Reduce −35.3% 1,125,137 $72.71 $82M −614,863 −$21M
AFG — 6.48% Hold 525,000 $145.62 $76M
CNXC - Concentrix 5.24% Hold 370,900 $166.56 $62M
RNR - Renaissancere 3.67% Hold 273,000 $158.51 $43M
SLQT - Selectquote 3.05% Add +7.6% 12,910,794 $2.79 $36M +910,794 −$73M

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 11 $2B −11.3% 13F-HR 8/14/2026 000091957426005554
2026 Q1 11 $2.3B +71.3% 13F-HR 5/15/2026 000091957426003514
2025 Q4 10 $1.3B +5.7% 13F-HR 2/17/2026 000091957426001208
2025 Q3 9 $1.3B +19.0% 13F-HR 11/14/2025 000091957425007023
2025 Q2 8 $1.1B +16.8% 13F-HR 8/14/2025 000091957425004905
2025 Q1 8 $918M −5.5% 13F-HR 5/15/2025 000091957425003258
2024 Q4 8 $971M −16.1% 13F-HR 2/14/2025 000091957425001463
2024 Q3 10 $1.2B +13.6% 13F-HR 11/14/2024 000091957424006743
2024 Q2 10 $1B −9.0% 13F-HR 8/14/2024 000091957424004744
2024 Q1 11 $1.1B +12.2% 13F-HR 5/15/2024 000091957424003206
2023 Q4 11 $998M +9.7% 13F-HR 2/14/2024 000091957424001487
2023 Q3 11 $910M −8.7% 13F-HR 11/14/2023 000091957423006411
2023 Q2 12 $997M −0.3% 13F-HR 8/14/2023 000091957423004821
2023 Q1 12 $1B +6.6% 13F-HR 5/15/2023 000091957423003339
2022 Q4 12 $938M +1.3% 13F-HR 2/14/2023 000091957423001675
2022 Q3 14 $926M +4.8% 13F-HR 11/14/2022 000091957422006774
2022 Q2 11 $884M −25.0% 13F-HR 8/15/2022 000091957422005106
2022 Q1 12 $1.2B −11.9% 13F-HR 5/16/2022 000091957422003523
2021 Q4 12 $1.3B −0.3% 13F-HR 2/14/2022 000091957422001613
2021 Q3 13 $1.3B 13F-HR 11/15/2021 000091957421007130

About

ABRAMS BISON INVESTMENTS, LLC

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Abrams Bison
SEC filing name
ABRAMS BISON INVESTMENTS, LLC
Location
Bethesda, MD
All SEC filings
View on sec.gov