Arkolith/Funds/Abrams Bison Investments, LLC

Abrams Bison Investments, LLC

CIK 1317588Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

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.
Opened
2
new positions
Added to
4
existing
Trimmed
2
reduced
Sold out
1
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
77%
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
59%
Information Technology
17%
Health Care
10%
Consumer Discretionary
6%
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

Holdings: largest first

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

11 positions
#SecurityValueShares% PortLast moveHistory
1Sunbelt Rentals Holdings Inc
SHS
$817.6M12.56M
35.4%
New
New position
2TD Synnex Corporation
COM
$420.5M2.49M
18.2%
+0.6%
Added · +15K sh
3Applied Matls Inc
COM
$240.6M704.0K
10.4%
−21%
Reduced · −188K sh
4Sharkninja Inc
COM SHS
$152.1M1.44M
6.6%
+17%
Added · +208K sh
5Urban Outfitters Inc
COM
$141.0M2.23M
6.1%
+32%
Added · +537K sh
6Teleflex Incorporated
COM
$119.6M1.00M
5.2%
+3.2%
Added · +31K sh
7New York Times Co MTN Be
CL A
$118.6M1.42M
5.1%
Held
8Bright Horizons Fam Sol In D
COM
$116.0M1.41M
5.0%
New
New position
9Acadia Healthcare Company In
COM
$102.4M4.38M
4.4%
Held
10Capital One Finl Corp
COM
$77.5M425.0K
3.4%
−11%
Reduced · −54K sh
11Selectquote Inc
COM
$5.0M7.91M
0.2%
Held
Showing all 11 positions

Filing history

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

QuarterAs ofFiledPositionsValueForm
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
Q2 2020Jun 30, 2020Aug 14, 20209$642.4M13F-HR

Data source

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.