ABRAMS BISON INVESTMENTS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SUNBELT RENTALS HOLDINGS INC(SUNB) | 0 | 12,561,085 | +12,561,085 | 0 | 817,601,023 | 35.38% | +817,601,023 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 0 | 1,413,000 | +1,413,000 | 0 | 116,049,690 | 5.02% | +116,049,690 |
| TD SYNNEX CORPORATION(SNX) | 2,477,000 | 2,492,357 | +15,357 | 372,119,710 | 420,485,549 | 18.20% | +48,365,839 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 4,380,000 | 4,380,000 | 0 | 62,152,200 | 102,448,200 | 4.43% | +40,296,000 |
| NEW YORK TIMES CO MTN BE(NYT) | 1,416,086 | 1,416,086 | 0 | 98,304,690 | 118,568,881 | 5.13% | +20,264,191 |
| SHARKNINJA INC(SN) | 1,228,000 | 1,436,000 | +208,000 | 137,413,200 | 152,072,400 | 6.58% | +14,659,200 |
| URBAN OUTFITTERS INC(URBN) | 1,689,000 | 2,226,000 | +537,000 | 127,114,140 | 141,017,100 | 6.10% | +13,902,960 |
| APPLIED MATLS INC | 892,000 | 704,000 | -188,000 | 229,235,080 | 240,620,160 | 10.41% | +11,385,080 |
| TELEFLEX INCORPORATED(TFX) | 969,000 | 1,000,000 | +31,000 | 118,256,760 | 119,610,000 | 5.18% | +1,353,240 |
| SELECTQUOTE INC | 7,910,794 | 7,910,794 | 0 | 11,154,219 | 4,979,845 | 0.22% | -6,174,374 |
| CAPITAL ONE FINL CORP(COF) | 479,000 | 425,000 | -54,000 | 116,090,440 | 77,532,750 | 3.35% | -38,557,690 |
| HCA HEALTHCARE INC(HCA) | 165,000 | 0 | -165,000 | 77,031,900 | 0 | — | -77,031,900 |