Abrams Bison Investments
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q2 2026 | ≡ | BFAM - Bright Horizons Family Solutions Inc. | Add 69.37% | 980,249 | 3.39 | ≡ | URBN - Urban Outfitters Inc. | Add 0.22% | 4,873 | 0.02 | ≡ | ACHC - Acadia Healthcare Co. | Reduce 4.91% | 215,000 | 0.31 | ≡ | NYT - New York Times CL A | Reduce 5.97% | 84,520 | 0.29 | ≡ | SNX - SYNNEX Corp. | Reduce 18.88% | 470,593 | 6.14 | ≡ | TFX - Teleflex | Reduce 20.70% | 207,000 | 1.28 | ≡ | AMAT - Applied Materials | Reduce 21.59% | 152,000 | 5.36 | ≡ | SUNB - Sunbelt Rentals Holdings Inc | Reduce 83.61% | 10,502,327 | 38.36 |
| Q1 2026 | ≡ | URBN - Urban Outfitters Inc. | Add 31.79% | 537,000 | 1.47 | ≡ | SN - Sharkninja Inc | Add 16.94% | 208,000 | 0.95 | ≡ | TFX - Teleflex | Add 3.20% | 31,000 | 0.16 | ≡ | SNX - SYNNEX Corp. | Add 0.62% | 15,357 | 0.11 | ≡ | SUNB - Sunbelt Rentals Holdings Inc | Buy | 12,561,085 | 35.38 | ≡ | BFAM - Bright Horizons Family Solutions Inc. | Buy | 1,413,000 | 5.02 | ≡ | COF - Capital One Financial | Reduce 11.27% | 54,000 | 0.43 | ≡ | AMAT - Applied Materials | Reduce 21.08% | 188,000 | 2.78 | ≡ | HCA - HCA Healthcare Inc. | Sell 100.00% | 165,000 | 5.71 |
| Q4 2025 | ≡ | TFX - Teleflex | Add 5.56% | 51,075 | 0.46 | ≡ | URBN - Urban Outfitters Inc. | Buy | 1,689,000 | 9.42 | ≡ | HCA - HCA Healthcare Inc. | Reduce 2.94% | 5,000 | 0.17 | ≡ | COF - Capital One Financial | Reduce 4.20% | 21,000 | 0.38 | ≡ | SNX - SYNNEX Corp. | Reduce 4.85% | 126,254 | 1.41 | ≡ | SN - Sharkninja Inc | Reduce 5.17% | 67,000 | 0.56 | ≡ | AMAT - Applied Materials | Reduce 16.79% | 180,000 | 3.43 |
| Q3 2025 | ≡ | AMAT - Applied Materials | Add 22.51% | 197,000 | 3.16 | ≡ | ACHC - Acadia Healthcare Co. | Add 22.35% | 800,000 | 1.55 | ≡ | NYT - New York Times CL A | Add 0.43% | 6,086 | 0.03 | ≡ | TFX - Teleflex | Buy | 917,925 | 8.80 | ≡ | SN - Sharkninja Inc | Reduce 27.04% | 480,000 | 3.88 | ≡ | HCA - HCA Healthcare Inc. | Reduce 33.33% | 85,000 | 2.84 |
| Q2 2025 | ≡ | ACHC - Acadia Healthcare Co. | Add 96.70% | 1,760,000 | 3.73 | ≡ | SN - Sharkninja Inc | Add 20.34% | 300,000 | 2.77 | ≡ | NYT - New York Times CL A | Buy | 1,410,000 | 7.36 | ≡ | SNX - SYNNEX Corp. | Reduce 2.97% | 79,746 | 1.01 | ≡ | COF - Capital One Financial | Reduce 6.37% | 34,000 | 0.67 | ≡ | HCA - HCA Healthcare Inc. | Reduce 35.77% | 142,000 | 5.07 | ≡ | CACC - Credit Acceptance Corp. | Sell 100.00% | 144,797 | 8.14 |
| Q1 2025 | ≡ | SNX - SYNNEX Corp. | Add 19.35% | 435,000 | 4.93 | ≡ | ACHC - Acadia Healthcare Co. | Buy | 1,820,000 | 6.01 | ≡ | COF - Capital One Financial | Reduce 4.30% | 24,000 | 0.47 | ≡ | CACC - Credit Acceptance Corp. | Reduce 17.26% | 30,203 | 1.70 | ≡ | UNH - United Health Group Inc. | Sell 100.00% | 180,000 | 9.38 |
| Q4 2024 | ≡ | AMAT - Applied Materials | Add 16.67% | 125,000 | 2.09 | ≡ | UNH - United Health Group Inc. | Reduce 3.23% | 6,000 | 0.31 | ≡ | COF - Capital One Financial | Reduce 3.29% | 19,000 | 0.35 | ≡ | HCA - HCA Healthcare Inc. | Reduce 3.64% | 15,000 | 0.46 | ≡ | CACC - Credit Acceptance Corp. | Reduce 23.35% | 53,306 | 2.58 | ≡ | IBKR - Interactive Brokers Group Inc. | Sell 100.00% | 1,632,000 | 4.91 | ≡ | JPM - JPMorgan Chase & Co. | Sell 100.00% | 184,000 | 3.35 |
| Q3 2024 | ≡ | AMAT - Applied Materials | Add 38.89% | 210,000 | 3.66 | ≡ | CACC - Credit Acceptance Corp. | Add 30.46% | 53,306 | 2.04 | ≡ | HCA - HCA Healthcare Inc. | Reduce 10.43% | 48,000 | 1.68 |
| Q2 2024 | ≡ | SN - Sharkninja Inc | Add 14.34% | 185,000 | 1.36 | ≡ | UNH - United Health Group Inc. | Buy | 186,000 | 9.29 | ≡ | AMAT - Applied Materials | Reduce 40.66% | 370,000 | 8.56 | ≡ | IBKR - Interactive Brokers Group Inc. | Reduce 49.82% | 1,620,000 | 4.87 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 54.34% | 219,000 | 4.34 | ≡ | PXD-OLD - Pioneer Natural Resources | Sell 100.00% | 280,000 | 6.56 | ≡ | PFSI - PennyMac Financial Services | Sell 100.00% | 13,000 | 0.11 |
| Q1 2024 | ≡ | CACC - Credit Acceptance Corp. | Add 6.71% | 11,000 | 0.54 | ≡ | SN - Sharkninja Inc | Buy | 1,290,000 | 7.17 | ≡ | PFSI - PennyMac Financial Services | Buy | 13,000 | 0.11 | ≡ | COF - Capital One Financial | Reduce 0.69% | 4,000 | 0.05 | ≡ | JPM - JPMorgan Chase & Co. | Reduce 2.66% | 11,000 | 0.20 | ≡ | PXD-OLD - Pioneer Natural Resources | Reduce 7.28% | 22,000 | 0.52 | ≡ | IBKR - Interactive Brokers Group Inc. | Reduce 10.86% | 396,000 | 0.99 | ≡ | HCA - HCA Healthcare Inc. | Reduce 16.36% | 90,000 | 2.68 | ≡ | NXST - Nexstar Media Group | Sell 100.00% | 292,000 | 4.59 | ≡ | STNE - StoneCo Ltd. | Sell 100.00% | 1,400,000 | 2.53 |