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
Holding/activity history for  Applied Materials (AMAT)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 704,000 10.41 Reduce 21.08% 3.58 $341.79 $240,620,160 SEC
2025   Q4 892,000 16.99 Reduce 16.79% 2.89 $256.99 $229,235,080 SEC
2025   Q3 1,072,000 17.21 Add 22.51% 3.16 $204.74 $219,481,280 SEC
2025   Q2 875,000 14.94 $183.07 $160,186,250 SEC
2025   Q1 875,000 13.83 $145.12 $126,980,000 SEC
2024   Q4 875,000 14.66 Add 16.67% 2.09 $162.63 $142,301,250 SEC
2024   Q3 750,000 13.08 Add 38.89% 3.66 $202.05 $151,537,500 SEC
2024   Q2 540,000 12.50 Reduce 40.66% 6.81 $235.99 $127,434,600 SEC
2024   Q1 910,000 16.75 $206.23 $187,669,300 SEC
2023   Q4 910,000 14.78 Reduce 1.52% 0.21 $162.07 $147,483,700 SEC
2023   Q3 924,000 14.06 $138.45 $127,927,800 SEC
2023   Q2 924,000 13.39 $144.54 $133,554,960 SEC
2023   Q1 924,000 11.35 $122.83 $113,494,920 SEC
2022   Q4 924,000 9.60 Reduce 0.11% <0.01 $97.38 $89,979,120 SEC
2022   Q3 925,000 8.18 $81.93 $75,785,000 SEC
2022   Q2 925,000 9.52 Add 31.21% 2.26 $90.98 $84,157,000 SEC
2022   Q1 705,000 7.88 $131.80 $92,919,000 SEC
2021   Q4 705,000 8.28 Reduce 10.53% 0.80 $157.36 $110,939,000 SEC
2021   Q3 788,000 7.55 $128.73 $101,439,000 SEC
2021   Q2 788,000 9.73 $142.40 $112,211,000 SEC
2021   Q1 788,000 9.49 $133.60 $105,277,000 SEC
2020   Q4 788,000 7.68 Add 9.90% 0.69 $86.30 $68,004,000 SEC
2020   Q3 717,000 5.33 Buy 5.33 $59.45 $42,626,000 SEC
2020   Q1 0 0.00 Sell 100.00% 17.09 SEC
2019   Q4 1,931,000 17.09 Reduce 30.54% 4.23 $61.04 $117,868,000 SEC
2019   Q3 2,780,000 13.85 Add 10.98% 1.37 $49.90 $138,722,000 SEC
2019   Q2 2,505,000 11.66 $44.91 $112,500,000 SEC
2019   Q1 2,505,000 11.05 $39.66 $99,348,000 SEC
2018   Q4 2,505,000 9.64 Buy 9.64 $32.74 $82,014,000 SEC