Arkolith/Funds/Abrams Bison Investments, LLC

Abrams Bison Investments, LLC

CIK 1317588Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 14, 2026·~45-day 13F lag·13F-HR
Active Filer

Abrams Bison Investments, LLC holds a concentrated book of 11 stocks worth $2.0B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they trimmed TD Synnex Corp. Their largest long position is TD Synnex Corp at 26% of the equity book.

Opened
0
bought for the first time
no new positions
Added to
2
already held, bought more
Trimmed
6
sold some, still holds it
Sold out
0
exited the position entirely
nothing exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
73%
Top 10 holdings
100%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Industrials
42%
Information Technology
30%
Health Care
11%
Consumer Discretionary
8%
Communication Services
5%
Financials
4%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Abrams Bison Investments, LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.11 / 11$40.9B
STATE STREET CORP11 / 11$35.7B
VANGUARD CAPITAL MANAGEMENT LLC11 / 11$28.6B
GEODE CAPITAL MANAGEMENT, LLC11 / 11$20.7B
VANGUARD PORTFOLIO MANAGEMENT LLC11 / 11$11.5B
FMR LLC11 / 11$8.1B
MORGAN STANLEY11 / 11$6.5B
JPMORGAN CHASE & CO11 / 11$5.2B

Ranked by the share of each fund's own book sitting in the names it shares with Abrams Bison Investments, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

11 positions
#SecurityValueShares% PortLast moveHistory
1TD Synnex Corporation
COM
$540.5M2.02M
26.4%
▼−19%
Reduced · −471K sh
2Applied Matls Inc
COM
$399.1M552.0K
19.5%
▼−22%
Reduced · −152K sh
3Sharkninja Inc
COM SHS
$218.7M1.44M
10.7%
—Held
4Bright Horizons Fam Sol In D
COM
$169.6M2.39M
8.3%
▲+69%
Added · +980K sh
5Urban Outfitters Inc
COM
$158.1M2.23M
7.7%
▲+0.2%
Added · +5K sh
6Sunbelt Rentals Holdings Inc
SHS
$154.0M2.06M
7.5%
▼−84%
Reduced · −10.5M sh
7Acadia Healthcare Company In
COM
$123.0M4.17M
6.0%
▼−4.9%
Reduced · −215K sh
8Teleflex Incorporated
COM
$100.5M793.0K
4.9%
▼−21%
Reduced · −207K sh
9New York Times Co MTN Be
CL A
$93.2M1.33M
4.5%
▼−6.0%
Reduced · −85K sh
10Capital One Finl Corp
COM
$85.3M425.0K
4.2%
—Held
11Selectquote Inc
COM
$6.7M7.91M
0.3%
—Held
Showing all 11 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 14, 202611$2.0B13F-HR
Q1 2026Mar 31, 2026May 15, 202611$2.3B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202610$1.3B13F-HR
Q3 2025Sep 30, 2025Nov 14, 20259$1.3B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20258$1.1B13F-HR
Q1 2025Mar 31, 2025May 15, 20258$918.2M13F-HR
Q4 2024Dec 31, 2024Feb 14, 20258$970.9M13F-HR
Q3 2024Sep 30, 2024Nov 14, 202410$1.2B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202410$1.0B13F-HR
Q1 2024Mar 31, 2024May 15, 202411$1.1B13F-HR
Q4 2023Dec 31, 2023Feb 14, 202411$997.6M13F-HR
Q3 2023Sep 30, 2023Nov 14, 202311$909.8M13F-HR
Q2 2023Jun 30, 2023Aug 14, 202312$997.1M13F-HR
Q1 2023Mar 31, 2023May 15, 202312$1.0B13F-HR
Q4 2022Dec 31, 2022Feb 14, 202312$937.7M13F-HR
Q3 2022Sep 30, 2022Nov 14, 202214$926.1M13F-HR
Q2 2022Jun 30, 2022Aug 15, 202211$884.5M13F-HR
Q1 2022Mar 31, 2022May 16, 202212$1.2B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202212$1.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202113$1.3B13F-HR
Q2 2021Jun 30, 2021Aug 16, 202112$1.2B13F-HR
Q1 2021Mar 31, 2021May 17, 202112$1.1B13F-HR
Q4 2020Dec 31, 2020Feb 16, 202111$885.6M13F-HR
Q3 2020Sep 30, 2020Nov 16, 202010$799.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.