Abrams Bison - Abrams Bison Investments,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $2,310,985,598
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
SUNB - Sunbelt Rentals Holdings, Inc. 35.38 Buy 12,561,085 $65.09 $817,601,023 $79.36 21.92% $61.03 $81.46
SNX - SYNNEX Corp. 18.20 Add 0.62% 2,492,357 $168.71 $420,485,549 $268.80 59.33% $120.19 $286.25
AMAT - Applied Materials 10.41 Reduce 21.08% 704,000 $341.79 $240,620,160 $453.01 32.54% $154.47 $508.26
SN - Sharkninja Inc 6.58 Add 16.94% 1,436,000 $105.90 $152,072,400 $119.82 13.14% $80.69 $133.99
URBN - Urban Outfitters Inc. 6.10 Add 31.79% 2,226,000 $63.35 $141,017,100 $71.30 12.55% $59.54 $84.35
TFX - Teleflex 5.18 Add 3.20% 1,000,000 $119.61 $119,610,000 $129.84 8.55% $100.18 $139.67
NYT - New York Times CL A 5.13 1,416,086 $83.73 $118,568,881 $76.88 -8.18% $51.03 $87.10
BFAM - Bright Horizons Family Solutions Inc. 5.02 Buy 1,413,000 $82.13 $116,049,690 $62.17 -24.30% $57.63 $130.76
ACHC - Acadia Healthcare Co. 4.43 4,380,000 $23.39 $102,448,200 $24.48 4.66% $11.43 $30.20
COF - Capital One Financial 3.35 Reduce 11.27% 425,000 $182.43 $77,532,750 $180.67 -0.96% $174.98 $259.64
SLQT - Selectquote Inc. 0.22 7,910,794 $0.63 $4,979,845 $0.88 39.56% $0.56 $2.77
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
Sector % analysis
Industrials 35.38
Technology 28.61
Consumer Cyclical 17.70
Healthcare 9.61
Communication Services 5.13
Financial Services 3.57