Abrams Bison Investments — Abrams Bison Investments, LLC
Abrams Bison InvestmentsAbrams Bison Investments, LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| SNX | TD Synnex Corp | 2,021,764 | $540.5M | 26.4% |
| AMAT | Applied Materials, Inc. | 552,000 | $399.1M | 19.5% |
| SN | SharkNinja, Inc. | 1,436,000 | $218.7M | 10.7% |
| BFAM | Bright Horizons Family Solutions Inc. | 2,393,249 | $169.6M | 8.3% |
| URBN | Urban Outfitters, Inc. | 2,230,873 | $158.1M | 7.7% |
| SUNB | Sunbelt Rentals Holdings Inc | 2,058,758 | $154.0M | 7.5% |
| ACHC | Acadia Healthcare Company, Inc. | 4,165,000 | $123.0M | 6.0% |
| TFX | Teleflex Incorporated | 793,000 | $100.5M | 4.9% |
| NYT | The New York Times Company | 1,331,566 | $93.2M | 4.5% |
| COF | Capital One Financial Corporation | 425,000 | $85.3M | 4.2% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.