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

2024 Q2 2024 Q1 · filed 14 Aug · long equity

SNX - Td Synnex 25.45% Hold 2,248,000 $115.40 $259M
HCA - Hca Healthcare 14.50% Hold 460,000 $321.28 $148M
AMAT - Applied Matls 12.50% Reduce −40.7% 540,000 $235.99 $127M −370,000 −$60M
SN - Sharkninja 10.88% Add +14.3% 1,475,000 $75.15 $111M +185,000 +$30M
UNH - Unitedhealth Group 9.29% New 186,000 $509.26 $95M +186,000 +$95M
CACC - Credit Accep Mich 8.84% Hold 175,000 $514.68 $90M
COF - Capital One Finl 7.84% Hold 577,000 $138.45 $80M
IBKR - Interactive Brokers · CL A 4.91% Reduce −49.8% 408,000 $122.60 $50M −405,000 −$41M
JPM - Jpmorgan Chase & 3.65% Reduce −54.3% 184,000 $202.26 $37M −219,000 −$44M
SLQT - Selectquote 2.14% Hold 7,910,794 $2.76 $22M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2024 Q1

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
Pioneer Nat Res 6.56% Exit 0 $262.50 $74M −280,000 −$74M
Pennymac Finl Svcs 0.11% Exit 0 $91.08 $1M −13,000 −$1M

* 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 2024 Q1. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top. Exit opens the last-held block below.

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