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
top 5 72.6% · top 10 99.7%
- SNX - Td Synnex 26.4%
- AMAT - Applied Matls 19.5%
- SN - Sharkninja 10.7%
- BFAM — 8.3%
- URBN - Urban Outfitters 7.7%
- URI - Sunbelt Rentals 7.5%
- ACHC — 6.0%
- TFX - Teleflex 4.9%
- NYT - New York Times · CL A 4.5%
- COF - Capital One Finl 4.2%
- SLQT - Selectquote 0.3%
AUM over time
Book
| SNX - Td Synnex | 22.34% | Hold | 2,169,000 | $91.10 | $198M | — | — |
| Pioneer Nat Res | 15.08% | Hold | 598,000 | $223.08 | $133M | — | — |
| HCA - Hca Healthcare | 11.69% | Add +3.4% | 615,000 | $168.06 | $103M | +20,000 | −$46M |
| PGR - Progressive | 9.54% | Hold | 726,000 | $116.27 | $84M | — | — |
| AMAT - Applied Matls | 9.52% | Add +31.2% | 925,000 | $90.98 | $84M | +220,000 | −$9M |
| AFG — | 8.24% | Hold | 525,000 | $138.81 | $73M | — | — |
| Holding | 6.01% | Hold | 1,125,137 | $47.23 | $53M | — | — |
| CNXC - Concentrix | 5.69% | Hold | 370,900 | $135.64 | $50M | — | — |
| RNR - Renaissancere | 4.83% | Hold | 273,000 | $156.37 | $43M | — | — |
| SLQT - Selectquote | 3.62% | Hold | 12,910,794 | $2.48 | $32M | — | — |
| Nexstar Media Group · CL A | 3.45% | New | 187,288 | $162.88 | $31M | +187,288 | +$31M |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| UNH - Unitedhealth Group | 8.22% | Exit | 0 | $509.97 | $97M | −190,000 | −$97M |
| GD - General Dynamics | 7.20% | Exit | 0 | $241.18 | $85M | −352,000 | −$85M |
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