ABRAMS BISON INVESTMENTS, LLC 13F Portfolio
ABRAMS BISON INVESTMENTS, LLC runs ABRAMS BISON INVESTMENTS, LLC and currently holds 11 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $2.05B. Their top holdings are SNX, AMAT, SN, BFAM, URBN. The top five represent 72.5% of reported portfolio weight. ABRAMS BISON INVESTMENTS, LLC ranks #131 out of 1000 investors tracked by Alpha Score. They added to 2 existing positions. They trimmed 6 positions. Their current best-performing preview position is AMAT with returns of +111.53%.
Portfolio Value
$2.05B
Alpha Score
112.9
#131 of 1000
Holdings
11
ABRAMS BISON INVESTMENTS, LLC Current 13F Holdings
Reported holdings from ABRAMS BISON INVESTMENTS, LLC's latest SEC 13F filing, ranked by portfolio weight.
11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
SNX TD SYNNEX CORPORATION | 26.38% | $78.30 | $273.49 | +249.28% | Trimmed -18.88% |
AMAT APPLIED MATLS INC | 19.48% | $130.82 | $507.03 | +287.58% | Trimmed -21.59% |
SN SHARKNINJA INC | 10.67% | $74.85 | $184.97 | +147.12% | Held |
BFAM BRIGHT HORIZONS FAM SOL IN D | 8.28% | $77.52 | $69.46 | -10.40% | Added +69.37% |
URBN URBAN OUTFITTERS INC | 7.72% | $72.38 | $82.21 | +13.58% | Added +0.22% |
SUNB SUNBELT RENTALS HOLDINGS INC | 7.52% | $65.09 | $75.15 | +15.46% | Trimmed -83.61% |
ACHC ACADIA HEALTHCARE COMPANY IN | 6.00% | $26.24 | $29.25 | +11.47% | Trimmed -4.91% |
TFX TELEFLEX INCORPORATED | 4.91% | $122.26 | $125.08 | +2.31% | Trimmed -20.70% |
NYT NEW YORK TIMES CO MTN BE | 4.55% | $55.99 | $66.31 | +18.43% | Trimmed -5.97% |
COF CAPITAL ONE FINL CORP | 4.16% | $96.16 | $199.30 | +107.26% | Held |
Showing 1-10 of 11