ABRAMS BISON INVESTMENTS, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TELEFLEX INCORPORATED(TFX) | 0 | 917,925 | +917,925 | 0 | 112,317,303 | 8.80% | +112,317,303 |
| TD SYNNEX CORPORATION(SNX) | 2,603,254 | 2,603,254 | 0 | 353,261,568 | 426,282,843 | 33.42% | +73,021,275 |
| APPLIED MATLS INC | 875,000 | 1,072,000 | +197,000 | 160,186,250 | 219,481,280 | 17.21% | +59,295,030 |
| ACADIA HEALTHCARE COMPANY IN(ACHC) | 3,580,000 | 4,380,000 | +800,000 | 81,230,200 | 108,448,800 | 8.50% | +27,218,600 |
| NEW YORK TIMES CO(NYT) | 1,410,000 | 1,416,086 | +6,086 | 78,931,800 | 81,283,336 | 6.37% | +2,351,536 |
| CAPITAL ONE FINL CORP(COF) | 500,000 | 500,000 | 0 | 106,380,000 | 106,290,000 | 8.33% | -90,000 |
| SELECTQUOTE INC | 7,910,794 | 7,910,794 | 0 | 18,827,690 | 15,505,156 | 1.22% | -3,322,534 |
| HCA HEALTHCARE INC(HCA) | 255,000 | 170,000 | -85,000 | 97,690,500 | 72,454,000 | 5.68% | -25,236,500 |
| SHARKNINJA INC(SN) | 1,775,000 | 1,295,000 | -480,000 | 175,707,250 | 133,579,250 | 10.47% | -42,128,000 |