Historical Stock Holdings
Abrams Bison Investments
| Period | Portfolio Value | Top 20 holdings history (left to right) | |||||||||||||||||||
| 2026 Q2 | $2.05 B |
SNX
SYNNEX Corp.
26.38% of portfolio |
AMAT
Applied Materials
19.48% of portfolio |
SN
Sharkninja Inc
10.67% of portfolio |
BFAM
Bright Horizons Family Solutions Inc.
8.28% of portfolio |
URBN
Urban Outfitters Inc.
7.72% of portfolio |
SUNB
Sunbelt Rentals Holdings Inc
7.52% of portfolio |
ACHC
Acadia Healthcare Co.
6.00% of portfolio |
TFX
Teleflex
4.91% of portfolio |
NYT
New York Times CL A
4.55% of portfolio |
COF
Capital One Financial
4.16% of portfolio |
SLQT
Selectquote Inc.
0.32% of portfolio | |||||||||
| 2026 Q1 | $2.31 B |
SUNB
Sunbelt Rentals Holdings Inc
35.38% of portfolio |
SNX
SYNNEX Corp.
18.20% of portfolio |
AMAT
Applied Materials
10.41% of portfolio |
SN
Sharkninja Inc
6.58% of portfolio |
URBN
Urban Outfitters Inc.
6.10% of portfolio |
TFX
Teleflex
5.18% of portfolio |
NYT
New York Times CL A
5.13% of portfolio |
BFAM
Bright Horizons Family Solutions Inc.
5.02% of portfolio |
ACHC
Acadia Healthcare Co.
4.43% of portfolio |
COF
Capital One Financial
3.35% of portfolio |
SLQT
Selectquote Inc.
0.22% of portfolio | |||||||||
| 2025 Q4 | $1.35 B |
SNX
SYNNEX Corp.
27.59% of portfolio |
AMAT
Applied Materials
16.99% of portfolio |
SN
Sharkninja Inc
10.19% of portfolio |
URBN
Urban Outfitters Inc.
9.42% of portfolio |
TFX
Teleflex
8.77% of portfolio |
COF
Capital One Financial
8.61% of portfolio |
NYT
New York Times CL A
7.29% of portfolio |
HCA
HCA Healthcare Inc.
5.71% of portfolio |
ACHC
Acadia Healthcare Co.
4.61% of portfolio |
SLQT
Selectquote Inc.
0.83% of portfolio | ||||||||||
| 2025 Q3 | $1.28 B |
SNX
SYNNEX Corp.
33.42% of portfolio |
AMAT
Applied Materials
17.21% of portfolio |
SN
Sharkninja Inc
10.47% of portfolio |
TFX
Teleflex
8.80% of portfolio |
ACHC
Acadia Healthcare Co.
8.50% of portfolio |
COF
Capital One Financial
8.33% of portfolio |
NYT
New York Times CL A
6.37% of portfolio |
HCA
HCA Healthcare Inc.
5.68% of portfolio |
SLQT
Selectquote Inc.
1.22% of portfolio | |||||||||||
| 2025 Q2 | $1.07 B |
SNX
SYNNEX Corp.
32.95% of portfolio |
SN
Sharkninja Inc
16.39% of portfolio |
AMAT
Applied Materials
14.94% of portfolio |
COF
Capital One Financial
9.92% of portfolio |
HCA
HCA Healthcare Inc.
9.11% of portfolio |
ACHC
Acadia Healthcare Co.
7.58% of portfolio |
NYT
New York Times CL A
7.36% of portfolio |
SLQT
Selectquote Inc.
1.76% of portfolio | ||||||||||||
| 2025 Q1 | $918 M |
SNX
SYNNEX Corp.
30.38% of portfolio |
HCA
HCA Healthcare Inc.
14.94% of portfolio |
AMAT
Applied Materials
13.83% of portfolio |
SN
Sharkninja Inc
13.40% of portfolio |
COF
Capital One Financial
10.43% of portfolio |
CACC
Credit Acceptance Corp.
8.14% of portfolio |
ACHC
Acadia Healthcare Co.
6.01% of portfolio |
SLQT
Selectquote Inc.
2.88% of portfolio | ||||||||||||
| 2024 Q4 | $971 M |
SNX
SYNNEX Corp.
27.16% of portfolio |
SN
Sharkninja Inc
14.79% of portfolio |
AMAT
Applied Materials
14.66% of portfolio |
HCA
HCA Healthcare Inc.
12.27% of portfolio |
COF
Capital One Financial
10.25% of portfolio |
UNH
United Health Group Inc.
9.38% of portfolio |
CACC
Credit Acceptance Corp.
8.46% of portfolio |
SLQT
Selectquote Inc.
3.03% of portfolio | ||||||||||||
| 2024 Q3 | $1.16 B |
SNX
SYNNEX Corp.
23.30% of portfolio |
HCA
HCA Healthcare Inc.
14.45% of portfolio |
SN
Sharkninja Inc
13.84% of portfolio |
AMAT
Applied Materials
13.08% of portfolio |
UNH
United Health Group Inc.
9.39% of portfolio |
CACC
Credit Acceptance Corp.
8.74% of portfolio |
COF
Capital One Financial
7.46% of portfolio |
IBKR
Interactive Brokers Group Inc.
4.91% of portfolio |
JPM
JPMorgan Chase & Co.
3.35% of portfolio |
SLQT
Selectquote Inc.
1.48% of portfolio | ||||||||||
| 2024 Q2 | $1.02 B |
SNX
SYNNEX Corp.
25.45% of portfolio |
HCA
HCA Healthcare Inc.
14.50% of portfolio |
AMAT
Applied Materials
12.50% of portfolio |
SN
Sharkninja Inc
10.88% of portfolio |
UNH
United Health Group Inc.
9.29% of portfolio |
CACC
Credit Acceptance Corp.
8.84% of portfolio |
COF
Capital One Financial
7.84% of portfolio |
IBKR
Interactive Brokers Group Inc.
4.91% of portfolio |
JPM
JPMorgan Chase & Co.
3.65% of portfolio |
SLQT
Selectquote Inc.
2.14% of portfolio | ||||||||||
| 2024 Q1 | $1.12 B |
SNX
SYNNEX Corp.
22.70% of portfolio |
AMAT
Applied Materials
16.75% of portfolio |
HCA
HCA Healthcare Inc.
13.70% of portfolio |
CACC
Credit Acceptance Corp.
8.62% of portfolio |
IBKR
Interactive Brokers Group Inc.
8.11% of portfolio |
COF
Capital One Financial
7.67% of portfolio |
JPM
JPMorgan Chase & Co.
7.21% of portfolio |
SN
Sharkninja Inc
7.17% of portfolio |
PXD-OLD
Pioneer Natural Resources
6.56% of portfolio |
SLQT
Selectquote Inc.
1.41% of portfolio |
PFSI
PennyMac Financial Services
0.11% of portfolio | |||||||||
| 2023 Q4 | $998 M |
SNX
SYNNEX Corp.
24.25% of portfolio |
HCA
HCA Healthcare Inc.
14.92% of portfolio |
AMAT
Applied Materials
14.78% of portfolio |
CACC
Credit Acceptance Corp.
8.76% of portfolio |
COF
Capital One Financial
7.64% of portfolio |
IBKR
Interactive Brokers Group Inc.
7.58% of portfolio |
JPM
JPMorgan Chase & Co.
7.06% of portfolio |
PXD-OLD
Pioneer Natural Resources
6.81% of portfolio |
NXST
Nexstar Media Group
4.59% of portfolio |
STNE
StoneCo Ltd.
2.53% of portfolio |
SLQT
Selectquote Inc.
1.09% of portfolio | |||||||||