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

2026 Q1 2025 Q4 · filed 15 May · long equity

URI - Sunbelt Rentals 35.38% New 12,561,085 $65.09 $818M +12,561,085 +$818M
SNX - Td Synnex 18.20% Add +0.6% 2,492,357 $168.71 $420M +15,357 +$48M
AMAT - Applied Matls 10.41% Reduce −21.1% 704,000 $341.79 $241M −188,000 +$11M
SN - Sharkninja 6.58% Add +16.9% 1,436,000 $105.90 $152M +208,000 +$15M
URBN - Urban Outfitters 6.10% Add +31.8% 2,226,000 $63.35 $141M +537,000 +$14M
TFX - Teleflex 5.18% Add +3.2% 1,000,000 $119.61 $120M +31,000 +$1M
NYT - New York Times · CL A 5.13% Hold 1,416,086 $83.73 $119M
BFAM — 5.02% New 1,413,000 $82.13 $116M +1,413,000 +$116M
ACHC — 4.43% Hold 4,380,000 $23.39 $102M
COF - Capital One Finl 3.35% Reduce −11.3% 425,000 $182.43 $78M −54,000 −$39M
SLQT - Selectquote 0.22% Hold 7,910,794 $0.6295 $5M

Exits / last held

not current holdings · last reported size, unchanged · gone vs 2025 Q4

Stock % of portfolio Recent activity Shares Reported price* Value Share change $ change
HCA - Hca Healthcare 5.71% Exit 0 $466.86 $77M −165,000 −$77M

* 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 Q4. 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