Filed: 5/15/2026ACC: 0000919574-26-003514
📋 What this filing means
ABRAMS BISON INVESTMENTS, LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $2.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$2.31B
Total AUM (reported)
35.96M
Total Shares
Allocation by class
COM$1.22B52.9%
SHS$817.60M35.4%
COM SHS$152.07M6.6%
CL A$118.57M5.1%
Portfolio Concentration
Top 3$1.48B64.0%
4–10$827.30M35.8%
11–25$4.98M0.2%
Top 3 weight
64.0%
Top 10 weight
99.8%
Voting Authority Distribution
Total shares with voting rights: 35.96M
Sole
Full voting authority
35.96M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
SUNBELT RENTALS HOLDINGS INC
SOLEShares12.56M
TypeSH
Market value$817.60M
35.38%
Sole
12.56M
Shared
0.00
None
0.00
TD SYNNEX CORPORATION
SOLEShares2.49M
TypeSH
Market value$420.49M
18.20%
Sole
2.49M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares704K
TypeSH
Market value$240.62M
10.41%
Sole
704K
Shared
0.00
None
0.00
SHARKNINJA INC
SOLEShares1.44M
TypeSH
Market value$152.07M
6.58%
Sole
1.44M
Shared
0.00
None
0.00
URBAN OUTFITTERS INC
SOLEShares2.23M
TypeSH
Market value$141.02M
6.10%
Sole
2.23M
Shared
0.00
None
0.00
TELEFLEX INCORPORATED
SOLEShares1M
TypeSH
Market value$119.61M
5.18%
Sole
1M
Shared
0.00
None
0.00
NEW YORK TIMES CO MTN BE
SOLEShares1.42M
TypeSH
Market value$118.57M
5.13%
Sole
1.42M
Shared
0.00
None
0.00
BRIGHT HORIZONS FAM SOL IN D
SOLEShares1.41M
TypeSH
Market value$116.05M
5.02%
Sole
1.41M
Shared
0.00
None
0.00
ACADIA HEALTHCARE COMPANY IN
SOLEShares4.38M
TypeSH
Market value$102.45M
4.43%
Sole
4.38M
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares425K
TypeSH
Market value$77.53M
3.35%
Sole
425K
Shared
0.00
None
0.00
SELECTQUOTE INC
SOLEShares7.91M
TypeSH
Market value$4.98M
0.22%
Sole
7.91M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SUNBELT RENTALS HOLDINGS INCSOLE | SHS | 12.56M | SH | $817.60M 35.38% | 12.56M | 0.00 | 0.00 |
TD SYNNEX CORPORATIONSOLE | COM | 2.49M | SH | $420.49M 18.20% | 2.49M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 704K | SH | $240.62M 10.41% | 704K | 0.00 | 0.00 |
SHARKNINJA INCSOLE | COM SHS | 1.44M | SH | $152.07M 6.58% | 1.44M | 0.00 | 0.00 |
URBAN OUTFITTERS INCSOLE | COM | 2.23M | SH | $141.02M 6.10% | 2.23M | 0.00 | 0.00 |
TELEFLEX INCORPORATEDSOLE | COM | 1M | SH | $119.61M 5.18% | 1M | 0.00 | 0.00 |
NEW YORK TIMES CO MTN BESOLE | CL A | 1.42M | SH | $118.57M 5.13% | 1.42M | 0.00 | 0.00 |
BRIGHT HORIZONS FAM SOL IN DSOLE | COM | 1.41M | SH | $116.05M 5.02% | 1.41M | 0.00 | 0.00 |
ACADIA HEALTHCARE COMPANY INSOLE | COM | 4.38M | SH | $102.45M 4.43% | 4.38M | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 425K | SH | $77.53M 3.35% | 425K | 0.00 | 0.00 |
SELECTQUOTE INCSOLE | COM | 7.91M | SH | $4.98M 0.22% | 7.91M | 0.00 | 0.00 |