DOSSIER · 13F-HR · Q1 2026

ABRAMS BISON INVESTMENTS, LLC

ABRAMS BISON INVESTMENTS's family office based in Boston, MA $2.3B in tracked AUM across 11 positions as of Q1 2026.

AB
ABRAMS BISON INVESTMENTS·Boston, MA·Family Office
CIK 0001317588 · last filed Mar 31, 2026
Total AUM
$2.3B
19.8%
vs prior
Holdings
11
positions
Whale Score
79
79
strong
Activity
no data
changes this Q
Top sector
Tech
25% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Abrams Bison Investments, LLC reported a significant contraction in portfolio value during the quarter ending September 30, 2025. The total assets under management (AUM) decreased by 21.0%, dropping from approximately $1.07 billion to $847.05 million. This reduction in capital was driven primarily by active position liquidations rather than broad market depreciation, as the firm aggressively exited three positions totaling over $258 million in the previous quarter's value...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SUNB
SUNBELT RENTALS HOLDINGS INC
$818M12.6M35.4%
02
SNX
TD SYNNEX CORPORATION
$420M2.5M18.2%
03
AMAT
APPLIED MATLS INC
$241M704K10.4%
04
G8068L108
SHARKNINJA INC
$152M1.4M6.6%
05
URBN
URBAN OUTFITTERS INC
$141M2.2M6.1%
06
TFX
TELEFLEX INCORPORATED
$120M1.0M5.2%
07
NYT
NEW YORK TIMES CO MTN BE
$119M1.4M5.1%
08
BFAM
BRIGHT HORIZONS FAM SOL IN D
$116M1.4M5.0%
09
ACHC
ACADIA HEALTHCARE COMPANY IN
$102M4.4M4.4%
10
COF
CAPITAL ONE FINL CORP
$78M425K3.4%

Filing history

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