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

2025 Q3 2025 Q2 · filed 14 Nov · long equity

SNX - Td Synnex 33.42% Hold 2,603,254 $163.75 $426M
AMAT - Applied Matls 17.21% Add +22.5% 1,072,000 $204.74 $219M +197,000 +$59M
SN - Sharkninja 10.47% Reduce −27.0% 1,295,000 $103.15 $134M −480,000 −$42M
TFX - Teleflex 8.80% New 917,925 $122.36 $112M +917,925 +$112M
ACHC — 8.50% Add +22.3% 4,380,000 $24.76 $108M +800,000 +$27M
COF - Capital One Finl 8.33% Hold 500,000 $212.58 $106M
NYT - New York Times · CL A 6.37% Add +0.4% 1,416,086 $57.40 $81M +6,086 +$2M
HCA - Hca Healthcare 5.68% Reduce −33.3% 170,000 $426.20 $72M −85,000 −$25M
SLQT - Selectquote 1.22% Hold 7,910,794 $1.96 $16M

* 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 2025 Q2. 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