AMAT — APPLIED MATLS INC

Ownership history in ABRAMS BISON INVESTMENTS, LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which ABRAMS BISON INVESTMENTS, LLC reported a position in APPLIED MATLS INC (AMAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
17.21% (2025 Q3)
Avg. % of fund
11.86%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 892,000 -180,000 -16.8% 16.99% $229.2M $256.67
2025 Q3 ADDED 1,072,000 +197,000 +22.5% 17.21% $219.5M $204.08
2025 Q2 UNCHANGED 875,000 — 0% 14.94% $160.2M $181.96
2025 Q1 UNCHANGED 875,000 — 0% 13.83% $127.0M $143.83
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AMAT price (monthly, adj. close)

Other funds also holding AMAT

As of 2025 Q4 — sorted by position size

Harbor Island Capital LLC 3Y 7Y 12.76% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 10.9% Four Tree Island Advisory LLC 7.92% CALIFORNIA FIRST LEASING CORP 3Y 7.75% Broad Run Investment Management, LLC 3Y 7Y 7.5% Midway Capital Research & Management 7.46% Maj Invest Holding A/S 3Y 7Y 7.27% Talos Eurisko Asset Management LP 7.14% Carmel Capital Management L.L.C. 3Y 7.12% William Allan Corp 3Y 6.95%
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