Q4 2025 · 13F-HR
ABRAMS BISON INVESTMENTS, LLCholdings as filed
Filed 2026-02-17 · accession 0000919574-26-001208
$1.35B
Reported value
10
Positions
2025-12-31
Period end
The Brief · ABRAMS BISON INVESTMENTS, LLC · Q4 2025
AI · grounded in 13F
ABRAMS BISON INVESTMENTS, LLC established a new position in URBN valued at $127.11M. The fund also increased its stake in TFX by 5.56%. Conversely, it reduced holdings in AMAT by 16.79% and SN by 5.17%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 87162W100 | SNX | TD SYNNEX CORPORATION | $372.1M | 27.6% | 2,477,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $229.2M | 17.0% | 892,000 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $137.4M | 10.2% | 1,228,000 | Common | SOLE |
| 917047102 | URBN | URBAN OUTFITTERS INC | $127.1M | 9.42% | 1,689,000 | Common | SOLE |
| 879369106 | TFX | TELEFLEX INCORPORATED | $118.3M | 8.77% | 969,000 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $116.1M | 8.61% | 479,000 | Common | SOLE |
| 650111107 | NYT | NEW YORK TIMES CO | $98.3M | 7.29% | 1,416,086 | Common | SOLE |
| 40412C101 | HCA | HCA HEALTHCARE INC | $77.0M | 5.71% | 165,000 | Common | SOLE |
| 00404A109 | ACHC | ACADIA HEALTHCARE COMPANY IN | $62.2M | 4.61% | 4,380,000 | Common | SOLE |
| 816307300 | SLQT | SELECTQUOTE INC | $11.2M | 0.83% | 7,910,794 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.