Canonical: https://ownershiptrace.com/13f/investors/1

# 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](https://ownershiptrace.com/13f/companies/9) | 2026-06-30 | 540498388.00 USD | 26.38% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [APPLIED MATERIALS INC /DE](https://ownershiptrace.com/13f/companies/2) | 2026-06-30 | 399096000.00 USD | 19.48% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [SharkNinja, Inc.](https://ownershiptrace.com/13f/companies/7) | 2026-06-30 | 218659720.00 USD | 10.67% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [BRIGHT HORIZONS FAMILY SOLUTIONS INC.](https://ownershiptrace.com/13f/companies/3) | 2026-06-30 | 169633489.00 USD | 8.28% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [URBAN OUTFITTERS INC](https://ownershiptrace.com/13f/companies/11) | 2026-06-30 | 158079661.00 USD | 7.72% | add | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [Sunbelt Rentals Holdings, Inc.](https://ownershiptrace.com/13f/companies/8) | 2026-06-30 | 154015686.00 USD | 7.52% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [Acadia Healthcare Company, Inc.](https://ownershiptrace.com/13f/companies/1) | 2026-06-30 | 122992450.00 USD | 6.00% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [TELEFLEX INC](https://ownershiptrace.com/13f/companies/10) | 2026-06-30 | 100520680.00 USD | 4.91% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [NEW YORK TIMES CO](https://ownershiptrace.com/13f/companies/5) | 2026-06-30 | 93182989.00 USD | 4.55% | reduce | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [CAPITAL ONE FINANCIAL CORP](https://ownershiptrace.com/13f/companies/4) | 2026-06-30 | 85263500.00 USD | 4.16% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| [SelectQuote, Inc.](https://ownershiptrace.com/13f/companies/6) | 2026-06-30 | 6653769.00 USD | 0.32% | hold | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |

## Recent source filings (up to 20)

| Report period | Filed | Form | Source |
|  --- | --- | --- | --- |
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-005554-index.html) |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-003514-index.html) |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-26-001208-index.html) |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-25-007023-index.html) |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-25-004905-index.html) |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-25-003258-index.html) |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-25-001463-index.html) |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-24-006743-index.html) |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-24-004744-index.html) |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-24-003206-index.html) |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-24-001487-index.html) |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-23-006411-index.html) |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-23-004821-index.html) |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-23-003339-index.html) |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-23-001675-index.html) |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-22-006774-index.html) |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-22-005106-index.html) |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-22-003523-index.html) |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-22-001613-index.html) |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | [Original filing](https://www.sec.gov/Archives/edgar/data/1317588/0000919574-21-007130-index.html) |

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.

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