Abrams Bison Investments portfolio — 13F holdings Q2 2026
Abrams Bison Investments (Gavin Abrams) reported 11 long positions worth $2 billion as of 2026-06-30. Top holdings: TD SYNNEX CORP, APPLIED MATERIALS INC /DE, SharkNinja, Inc., BRIGHT HORIZONS FAMILY SOLUTIONS INC., URBAN OUTFITTERS INC. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| TD SYNNEX CORP | 2026-06-30 | 540498388.00 USD | 26.38% | reduce | Original filing |
| APPLIED MATERIALS INC /DE | 2026-06-30 | 399096000.00 USD | 19.48% | reduce | Original filing |
| SharkNinja, Inc. | 2026-06-30 | 218659720.00 USD | 10.67% | hold | Original filing |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC. | 2026-06-30 | 169633489.00 USD | 8.28% | add | Original filing |
| URBAN OUTFITTERS INC | 2026-06-30 | 158079661.00 USD | 7.72% | add | Original filing |
| Sunbelt Rentals Holdings, Inc. | 2026-06-30 | 154015686.00 USD | 7.52% | reduce | Original filing |
| Acadia Healthcare Company, Inc. | 2026-06-30 | 122992450.00 USD | 6.00% | reduce | Original filing |
| TELEFLEX INC | 2026-06-30 | 100520680.00 USD | 4.91% | reduce | Original filing |
| NEW YORK TIMES CO | 2026-06-30 | 93182989.00 USD | 4.55% | reduce | Original filing |
| CAPITAL ONE FINANCIAL CORP | 2026-06-30 | 85263500.00 USD | 4.16% | hold | Original filing |
| SelectQuote, Inc. | 2026-06-30 | 6653769.00 USD | 0.32% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
This public summary shows the default reporting scope. Enable JavaScript for interactive filters, charts, and additional rows.