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Abrams Bison Investments, LLC Abrams Bison

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

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

Portfolio

2026 Q2, filed 8/14/2026, 11 holdings

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

2024 Q1 2023 Q4, filed 15 May, long equity only

SNX, TD Synnex 22.70% Hold 2,248,000 $113.10 $254M — —
AMAT, Applied Materials 16.75% Hold 910,000 $206.23 $188M — —
HCA, HCA Healthcare 13.70%, was 14.92% Reduce −16.4% 460,000 $333.53 $153M −90,000 +$4.6M
CACC, Credit Accep Corporation Mich 8.62% Add +6.7% 175,000 $551.55 $97M +11,000 +$9.2M
IBKR, Interactive Brokers 8.11% Reduce −10.9% 813,000 $111.71 $91M −99,000 +$15M
COF, Capital One 7.67% Reduce −0.7% 577,000 $148.89 $86M −4,000 +$9.7M
JPM, JPMorgan Chase 7.21% Reduce −2.7% 403,000 $200.30 $81M −11,000 +$10M
SN, Sharkninja 7.17% New 1,290,000 $62.29 $80M +1,290,000 +$80M
Pioneer Natural Resources 6.56%, was 6.81% Reduce −7.3% 280,000 $262.50 $74M −22,000 +$5.6M
SLQT, Selectquote 1.41% Hold 7,910,794 $2.00 $16M — —
Pennymac Financial Services 0.11% New 13,000 $91.09 $1.2M +13,000 +$1.2M

Exits / last held

Gone since 2023 Q4, shown at their last reported size.

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Nexstar Media Group 4.59% Exit 0 $156.75 $46M −292,000 −$46M
Stoneco 2.53% Exit 0 $18.03 $25M −1,400,000 −$25M

Weight bar: held both quarters added sold at this quarter’s reported price

* 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 2023 Q4. Click a column header to sort, or New, Hold, Add or Reduce to bring those moves to the top. Exit opens the last-held block below.

Filings history

20 periods, with AUM normalized

Period Holds 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 to 2026 Q2

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