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Abrams Bison Investments 13F Holdings and Portfolio Changes
Abrams Bison Investments reported $2.05B in 13F securities for Q2 2026, with 11 positions. Values are as of the report date; option positions, when present, use underlying-security values. This is not complete fund assets or investment performance.
Open interactive portfolioLatest 13F portfolio changes
New or increased positions include BRIGHT HORIZONS FAM SOL IN D (BFAM) and URBAN OUTFITTERS (URBN). Reduced or exited positions include TD SYNNEX (SNX), APPLIED MATLS (AMAT), SUNBELT RENTALS HOLDINGS (SUNB), and ACADIA HEALTHCARE COMPANY IN (ACHC). These are comparisons between reported positions, not a record of execution dates, prices or cash traded.
Latest filing metadata: quarter Q2 2026; report date 2026-06-30; filing date 2026-08-14; disclosure source SEC 13F.
Reported holdings and concentration
Abrams Bison Investments's Q2 2026 13F report contains 11 positions valued at $2.05B. The largest reported holdings include TD SYNNEX, APPLIED MATLS, SHARKNINJA, BRIGHT HORIZONS FAM SOL IN D, and URBAN OUTFITTERS.
The three largest positions in the holdings table account for approximately 56.5% of reported 13F value. The largest reported sector exposure is Other at 64.3% of the disclosed portfolio.
The filing metadata lists report date 2026-06-30, filing date 2026-08-14, SEC accession 0000919574-26-005554. SEC 13F reports are normally published up to 45 days after quarter end, so the data is best used to understand institutional positioning after the fact rather than to infer today's exact portfolio.
Abrams Bison Investments portfolio analytics
the top five positions account for 72.5% of disclosed value; the largest sector exposure is Information Technology at 19.5%.
Top reported holdings
| Holding | Reported value | Weight | Quarter change |
|---|---|---|---|
| SNX whale holders TD SYNNEX CORPORATION | $540.5M | 26.4% | Reduced |
| AMAT whale holders APPLIED MATLS INC | $399.1M | 19.5% | Reduced |
| SN whale holders SHARKNINJA INC | $218.7M | 10.7% | Held |
| BFAM whale holders BRIGHT HORIZONS FAM SOL IN D | $169.6M | 8.3% | Increased |
| URBN whale holders URBAN OUTFITTERS INC | $158.1M | 7.7% | Increased |
| SUNB whale holders SUNBELT RENTALS HOLDINGS INC | $154.0M | 7.5% | Reduced |
| ACHC whale holders ACADIA HEALTHCARE COMPANY IN | $123.0M | 6.0% | Reduced |
| TFX whale holders TELEFLEX INCORPORATED | $100.5M | 4.9% | Reduced |
| NYT whale holders NEW YORK TIMES CO MTN BE | $93.2M | 4.5% | Reduced |
| COF whale holders CAPITAL ONE FINL CORP | $85.3M | 4.2% | Held |
New and increased positions
Largest reported position values among additions; not amounts spent buying.
- BFAM whale holders — BRIGHT HORIZONS FAM SOL IN D ($169.6M)
- URBN whale holders — URBAN OUTFITTERS INC ($158.1M)
Reduced and exited positions
Sorted by reported position value; exits use the prior report. These are not sale proceeds.
- SNX whale holders — TD SYNNEX CORPORATION ($540.5M)
- AMAT whale holders — APPLIED MATLS INC ($399.1M)
- SUNB whale holders — SUNBELT RENTALS HOLDINGS INC ($154.0M)
- ACHC whale holders — ACADIA HEALTHCARE COMPANY IN ($123.0M)
- TFX whale holders — TELEFLEX INCORPORATED ($100.5M)
- NYT whale holders — NEW YORK TIMES CO MTN BE ($93.2M)
Allocation
- Other: 64.3%
- Information Technology: 19.5%
- Industrials: 7.5%
- Communication Services: 4.5%
- Financials: 4.2%
Data notes
Report date: 2026-06-30
Disclosure source: SEC 13F
Read the original SEC filing (0000919574-26-005554)
SEC 13F filings are delayed public disclosures and do not include every asset class, short positions, or real-time trades.
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Questions about this 13F filing
What does Abrams Bison Investments report for Q2 2026?
The filing reports 11 positions and $2.05B in 13F securities. The holdings table shows reported values and weights; option values follow the filing's reporting conventions.
What changed between filings?
New or increased positions include BRIGHT HORIZONS FAM SOL IN D (BFAM) and URBAN OUTFITTERS (URBN). Reduced or exited positions include TD SYNNEX (SNX), APPLIED MATLS (AMAT), SUNBELT RENTALS HOLDINGS (SUNB), and ACADIA HEALTHCARE COMPANY IN (ACHC).
Do these amounts show how much was bought or sold?
No. The change lists are ranked by reported position value. Exited positions use their value in the prior report. These amounts are not execution prices, cash invested or sale proceeds.
Is this the current portfolio?
No. Form 13F is a quarter-end snapshot, generally filed within 45 days of quarter end. It excludes short positions and does not cover every asset. Compare the report date and filing date before using the data.