Vault-13

ABRAMS BISON INVESTMENTS, LLC

Bethesda, MD · CIK 1317588 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2006 · limited liability company

As an employer

$2.0bn reported value -11.4% vs Q1 2026
11positions
99.7%in top 10
0 new 2 added 6 reduced 0 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 TD SYNNEX CORPORATION COM SNX SNX 2,021,764 $540.5m26.38% 26.38% ReducedShares held: Q3 2025 2.6m, Q4 2025 2.5m, Q1 2026 2.5m, Q2 2026 2.0m -470.6k -470,593 -18.9%
2 APPLIED MATLS INC COM AMAT AMAT 552,000 $399.1m19.48% 19.48% ReducedShares held: Q3 2025 1.1m, Q4 2025 892.0k, Q1 2026 704.0k, Q2 2026 552.0k -152.0k -152,000 -21.6%
3 SHARKNINJA INC COM SHS SN SN 1,436,000 $218.7m10.67% 10.67% UnchangedShares held: Q3 2025 1.3m, Q4 2025 1.2m, Q1 2026 1.4m, Q2 2026 1.4m
4 BRIGHT HORIZONS FAM SOL IN D COM BFAM BFAM 2,393,249 $169.6m8.28% 8.28% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 1.4m, Q2 2026 2.4m +980.2k +980,249 69.4%
5 URBAN OUTFITTERS INC COM URBN URBN 2,230,873 $158.1m7.72% 7.72% AddedShares held: Q3 2025 0, Q4 2025 1.7m, Q1 2026 2.2m, Q2 2026 2.2m +4.9k +4,873 0.2%
6 SUNBELT RENTALS HOLDINGS INC SHS SUNB SUNB 2,058,758 $154.0m7.52% 7.52% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 12.6m, Q2 2026 2.1m -10.5m -10,502,327 -83.6%
7 ACADIA HEALTHCARE COMPANY IN COM ACHC ACHC 4,165,000 $123.0m6.00% 6.00% ReducedShares held: Q3 2025 4.4m, Q4 2025 4.4m, Q1 2026 4.4m, Q2 2026 4.2m -215.0k -215,000 -4.9%
8 TELEFLEX INCORPORATED COM TFX TFX 793,000 $100.5m4.91% 4.91% ReducedShares held: Q3 2025 917.9k, Q4 2025 969.0k, Q1 2026 1.0m, Q2 2026 793.0k -207.0k -207,000 -20.7%
9 NEW YORK TIMES CO CL A NYT NYT 1,331,566 $93.2m4.55% 4.55% ReducedShares held: Q3 2025 1.4m, Q4 2025 1.4m, Q1 2026 1.4m, Q2 2026 1.3m -84.5k -84,520 -6.0%
10 CAPITAL ONE FINL CORP COM COF COF 425,000 $85.3m4.16% 4.16% UnchangedShares held: Q3 2025 500.0k, Q4 2025 479.0k, Q1 2026 425.0k, Q2 2026 425.0k
11 SELECTQUOTE INC COM SLQT SLQT 7,910,794 $6.7m0.32% 0.32% UnchangedShares held: Q3 2025 7.9m, Q4 2025 7.9m, Q1 2026 7.9m, Q2 2026 7.9m