ABRAMS BISON INVESTMENTS, LLC 13F: Quarter-over-Quarter Portfolio Changes
ABRAMS BISON INVESTMENTS, LLC reported a disclosed portfolio value of approximately $2.0 billion in its latest SEC Form 13F-HR filing for Q2 2026, down 11.4% quarter on quarter. Over the quarter, the fund bought more shares in 2 holdings and trimmed 6 holdings.
ABRAMS BISON INVESTMENTS, LLC's top buy was Bright Horizons Fam Sol in D (BFAM) . The fund bought 69.4% more shares, lifting the position's portfolio weight by 3.3 percentage points. Its top sell was Sunbelt Rentals Holdings INC (SUNB) . The fund sold 83.6% of its previously reported shares, reducing the position's portfolio weight by 27.9 percentage points.
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| BRIGHT HORIZONS FAM SOL IN D | BFAM | +3.3% | +69.4% | History → |
| URBAN OUTFITTERS INC | URBN | +1.6% | +0.2% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| SUNBELT RENTALS HOLDINGS INC | SUNB | -27.9% | 83.6% | History → |
| APPLIED MATERIALS INC | AMAT | 9.1% | 21.6% | History → |
| TELEFLEX INCORPORATED | TFX | -0.3% | 20.7% | History → |
| TD SYNNEX CORPORATION | SNX | 8.2% | 18.9% | History → |
| NEW YORK TIMES CO MTN BE | NYT | -0.6% | 6.0% | History → |
| ACADIA HEALTHCARE COMPANY IN | ACHC | 1.6% | 4.9% | History → |
Net Portfolio Value ChangeQ2 2026
- $2.3BPrior quarter
- $2.0BCurrent quarter
- $-0.3BNet delta
- -11.4%% change
Methodology & FAQ
How ABRAMS BISON INVESTMENTS, LLC Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for ABRAMS BISON INVESTMENTS, LLC: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did ABRAMS BISON INVESTMENTS, LLC buy in Q2 2026?
In Q2 2026, ABRAMS BISON INVESTMENTS, LLC bought more shares of BRIGHT HORIZONS FAM SOL IN D (BFAM), URBAN OUTFITTERS INC (URBN).
What stocks did ABRAMS BISON INVESTMENTS, LLC sell in Q2 2026?
In Q2 2026, ABRAMS BISON INVESTMENTS, LLC reduced holdings in SUNBELT RENTALS HOLDINGS INC (SUNB), APPLIED MATERIALS INC (AMAT), TELEFLEX INCORPORATED (TFX), TD SYNNEX CORPORATION (SNX), NEW YORK TIMES CO MTN BE (NYT) (the largest 5 of 6 reductions).
Which positions did ABRAMS BISON INVESTMENTS, LLC initiate in Q2 2026?
ABRAMS BISON INVESTMENTS, LLC established no new positions in Q2 2026.
Which existing positions saw the largest allocation increases for ABRAMS BISON INVESTMENTS, LLC in Q2 2026?
Of 2 existing positions with share-count increases in Q2 2026, the largest were: BRIGHT HORIZONS FAM SOL IN D (BFAM, +3.3% weight, +69.4% shares), URBAN OUTFITTERS INC (URBN, +1.6% weight, +0.2% shares).
Which positions did ABRAMS BISON INVESTMENTS, LLC fully exit in Q2 2026?
ABRAMS BISON INVESTMENTS, LLC fully exited no positions in Q2 2026.
Which existing positions saw the largest allocation reductions for ABRAMS BISON INVESTMENTS, LLC in Q2 2026?
Of 6 existing positions with share-count reductions in Q2 2026, the largest were: SUNBELT RENTALS HOLDINGS INC (SUNB, -27.9% weight, -83.6% shares), APPLIED MATERIALS INC (AMAT, 9.1% weight, -21.6% shares), TELEFLEX INCORPORATED (TFX, -0.3% weight, -20.7% shares), TD SYNNEX CORPORATION (SNX, 8.2% weight, -18.9% shares), NEW YORK TIMES CO MTN BE (NYT, -0.6% weight, -6.0% shares), ACADIA HEALTHCARE COMPANY IN (ACHC, 1.6% weight, -4.9% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.