2026 Q1 Portfolio Activity
In 2026 Q1, ABRAMS BISON INVESTMENTS, LLC maintained a portfolio of 12 distinct positions. The most significant new addition was SUNBELT RENTALS HOLDINGS INC, now representing 35.38% of the total fund value. They heavily accumulated shares in URBAN OUTFITTERS INC, increasing the position by 31.8%. The fund also reduced its exposure to APPLIED MATLS INC by 21.1%.
Position History
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Total Positions
12
Quarter
2026 Q1
Top Holding
N/A (35.4%)
Top 10 Concentration
99.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
ABRAMS BISON INVESTMENTS, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
SUNBELT RENTALS...
|
|
Unknown | 35.38% | — |
#1
Prev: #—
|
9.5 |
—
|
12,561,085 | — |
NEW
|
12,561,085 | $817,601,023 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
SNX
TD SYNNEX CORPO...
|
Technology | 18.20% | 27.59% |
#2
1
Prev: #1
|
6.0 |
—
|
15,357 | 0.6% |
P
S
|
2,492,357 | $420,485,549 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMAT
APPLIED MATLS I...
|
Technology | 10.41% | 16.99% |
#3
1
Prev: #2
|
5.0 |
—
|
-188,000 | -21.1% |
P
S
|
704,000 | $240,620,160 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SN
SHARKNINJA INC
|
Consumer Cyclical | 6.58% | 10.19% |
#4
1
Prev: #3
|
5.1 |
—
|
208,000 | 16.9% |
P
S
|
1,436,000 | $152,072,400 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
URBN
URBAN OUTFITTER...
|
Consumer Cyclical | 6.10% | 9.42% |
#5
1
Prev: #4
|
5.4 |
—
|
537,000 | 31.8% |
P
S
|
2,226,000 | $141,017,100 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TFX
TELEFLEX INCORP...
|
Healthcare | 5.18% | 8.77% |
#6
1
Prev: #5
|
2.6 |
—
|
31,000 | 3.2% |
P
S
|
1,000,000 | $119,610,000 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NYT
NEW YORK TIMES ...
|
Communication Services | 5.13% | 7.29% |
#7
Prev: #7
|
3.1 |
—
|
no change | no change |
P
S
|
1,416,086 | $118,568,881 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
BFAM
BRIGHT HORIZONS...
|
Consumer Cyclical | 5.02% | — |
#8
Prev: #—
|
5.5 |
—
|
1,413,000 | — |
NEW
|
1,413,000 | $116,049,690 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACHC
ACADIA HEALTHCA...
|
Healthcare | 4.43% | 4.61% |
#9
Prev: #9
|
2.8 |
—
|
no change | no change |
P
S
|
4,380,000 | $102,448,200 | 2019 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
COF
CAPITAL ONE FIN...
|
Financial Services | 3.35% | 8.61% |
#10
4
Prev: #6
|
1.8 |
—
|
-54,000 | -11.3% |
P
S
|
425,000 | $77,532,750 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SLQT
SELECTQUOTE INC
|
Financial Services | 0.22% | 0.83% |
#11
1
Prev: #10
|
1.1 |
—
|
no change | no change |
P
S
|
7,910,794 | $4,979,845 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HCA
HCA HEALTHCARE ...
|
Healthcare | 0.00% | 5.71% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-165,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-12 of 12 holdings