Abrams Bison Investments, LLC holds a concentrated book of 11 stocks worth $2.3B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sunbelt Rentals Holdings Inc and trimmed Applied Materials Inc. Their largest long position is Sunbelt Rentals Holdings Inc at 35% of the equity book.
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Use Arkolith to show ABRAMS BISON INVESTMENTS, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
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.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Sunbelt Rentals Holdings Inc SHS | $817.6M | 12.56M | 35.4% | ▲New New position | |
| 2 | TD Synnex Corporation COM | $420.5M | 2.49M | 18.2% | ▲+0.6% Added · +15K sh | |
| 3 | Applied Matls Inc COM | $240.6M | 704.0K | 10.4% | ▼−21% Reduced · −188K sh | |
| 4 | Sharkninja Inc COM SHS | $152.1M | 1.44M | 6.6% | ▲+17% Added · +208K sh | |
| 5 | Urban Outfitters Inc COM | $141.0M | 2.23M | 6.1% | ▲+32% Added · +537K sh | |
| 6 | Teleflex Incorporated COM | $119.6M | 1.00M | 5.2% | ▲+3.2% Added · +31K sh | |
| 7 | New York Times Co MTN Be CL A | $118.6M | 1.42M | 5.1% | —Held | |
| 8 | Bright Horizons Fam Sol In D COM | $116.0M | 1.41M | 5.0% | ▲New New position | |
| 9 | Acadia Healthcare Company In COM | $102.4M | 4.38M | 4.4% | —Held | |
| 10 | Capital One Finl Corp COM | $77.5M | 425.0K | 3.4% | ▼−11% Reduced · −54K sh | |
| 11 | Selectquote Inc COM | $5.0M | 7.91M | 0.2% | —Held |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 11 | $2.3B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 10 | $1.3B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 9 | $1.3B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 8 | $1.1B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 8 | $918.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 8 | $970.9M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 10 | $1.2B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 10 | $1.0B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 11 | $1.1B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 11 | $997.6M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 11 | $909.8M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 12 | $997.1M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 12 | $1.0B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 12 | $937.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 14 | $926.1M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 11 | $884.5M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 12 | $1.2B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 12 | $1.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 13 | $1.3B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 12 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 12 | $1.1B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 11 | $885.6M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 16, 2020 | 10 | $799.8M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 14, 2020 | 9 | $642.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.