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Abrams Bison Investments In Q2 2026, Abrams Bison Investments held 11 US-listed stocks worth $2.0bn. Its biggest move was cutting Sunbelt Rentals Holdings (84% fewer shares, now 7.5%), followed by cutting Applied Materials (22% fewer shares, now 19%). Its largest holding is Td Synnex at 26%.
Source: SEC Form 13F for Q2 2026, filed 14 Aug 2026. How we use them
Latest 13F
Q2 2026
Filed 14 Aug 2026
US holdings
$2.0bn
11 companies
See holdings
Q3 2026 13F due
24 days
Expected Mon 16 Nov
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Holdings What changed Over time Look-through Sectors Value over time
What changed in Q2 2026 Against Q1 2026, by number of shares and adjusted for splits. Up to five of each, largest first; the full list is below.
US holdings from the 13F Q2 2026, filed 14 Aug 2026 (filing ): 0 new, 2 added to, 6 trimmed, 0 sold out. Select a row to see it over time. How this works Changes compare share counts with Q1 2026, adjusted for stock splits. Share classes of the same company are combined. Values are at quarter-end prices.
13F holdings with change from the previous quarter Company Value Shares Portfolio Change Q1 2026 Td Synnex SNX $540m 2,021,764 26.4%$540m ▼ Trimmed -19%18.2% Applied Materials AMAT $399m 552,000 19.5%$399m ▼ Trimmed -22%10.4% Sharkninja SN $219m 1,436,000 10.7%$219m 6.6% Bright Horizons Family Solutions BFAM $170m 2,393,249 8.3%$170m ▲ Added +69%5.0% Urban Outfitters URBN $158m 2,230,873 7.7%$158m ▲ Added +0.2%6.1% Sunbelt Rentals Holdings SUNB $154m 2,058,758 7.5%$154m ▼ Trimmed -84%35.4% Acadia Healthcare Company ACHC $123m 4,165,000 6.0%$123m ▼ Trimmed -4.9%4.4% Teleflex TFX $101m 793,000 4.9%$101m ▼ Trimmed -21%5.2% New York Times NYT $93.2m 1,331,566 4.5%$93.2m ▼ Trimmed -6.0%5.1% Capital One Financial COF $85.3m 425,000 4.2%$85.3m 3.4% Selectquote SLQT $6.7m 7,910,794 0.3%$6.7m 0.2%
Show all 11 Download the Q2 2026 holdings: CSV · JSON · Markdown
How the portfolio has changed Each bar is one 13F. Select a bar or press play to see that quarter’s 12 largest positions. How this works Bars are split by share of the US portfolio: the six biggest holdings over the period in colour, everything else in grey. The last eight quarters are shown in full, earlier years at year end.
2013 · Signet Jewelers: 19.8% 2013 · Everything else: 80.2% 2014 · Signet Jewelers: 10.6% 2014 · Everything else: 89.4% 2015 · Credit Acceptance: 21.4% 2015 · Signet Jewelers: 11.0% 2015 · Everything else: 67.5% 2016 · Credit Acceptance: 25.5% 2016 · Signet Jewelers: 38.3% 2016 · Everything else: 36.2% 2017 · Credit Acceptance: 54.4% 2017 · Signet Jewelers: 21.0% 2017 · Everything else: 24.6% 2018 · Credit Acceptance: 29.2% 2018 · Applied Materials: 9.6% 2018 · Everything else: 61.1% 2019 · Credit Acceptance: 17.3% 2019 · Applied Materials: 17.1% 2019 · Everything else: 65.7% 2020 · Td Synnex: 19.2% 2020 · Credit Acceptance: 6.7% 2020 · Applied Materials: 7.7% 2020 · HCA Healthcare: 19.3% 2020 · Everything else: 47.1% 2021 · Td Synnex: 18.5% 2021 · Applied Materials: 8.3% 2021 · HCA Healthcare: 15.3% 2021 · Everything else: 57.9% 2022 · Td Synnex: 21.9% 2022 · Credit Acceptance: 6.1% 2022 · Applied Materials: 9.6% 2022 · HCA Healthcare: 17.0% 2022 · Everything else: 45.4% 2023 · Td Synnex: 24.3% 2023 · Credit Acceptance: 8.8% 2023 · Applied Materials: 14.8% 2023 · HCA Healthcare: 14.9% 2023 · Everything else: 37.3% Q3 ’24 · Td Synnex: 23.3% Q3 ’24 · Credit Acceptance: 8.7% Q3 ’24 · Applied Materials: 13.1% Q3 ’24 · HCA Healthcare: 14.4% Q3 ’24 · Sharkninja: 13.8% Q3 ’24 · Everything else: 26.6% Q4 ’24 · Td Synnex: 27.2% Q4 ’24 · Credit Acceptance: 8.5% Q4 ’24 · Applied Materials: 14.7% Q4 ’24 · HCA Healthcare: 12.3% Q4 ’24 · Sharkninja: 14.8% Q4 ’24 · Everything else: 22.7% Q1 ’25 · Td Synnex: 30.4% Q1 ’25 · Credit Acceptance: 8.1% Q1 ’25 · Applied Materials: 13.8% Q1 ’25 · HCA Healthcare: 14.9% Q1 ’25 · Sharkninja: 13.4% Q1 ’25 · Everything else: 19.3% Q2 ’25 · Td Synnex: 33.0% Q2 ’25 · Applied Materials: 14.9% Q2 ’25 · HCA Healthcare: 9.1% Q2 ’25 · Sharkninja: 16.4% Q2 ’25 · Everything else: 26.6% Q3 ’25 · Td Synnex: 33.4% Q3 ’25 · Applied Materials: 17.2% Q3 ’25 · HCA Healthcare: 5.7% Q3 ’25 · Sharkninja: 10.5% Q3 ’25 · Everything else: 33.2% Q4 ’25 · Td Synnex: 27.6% Q4 ’25 · Applied Materials: 17.0% Q4 ’25 · HCA Healthcare: 5.7% Q4 ’25 · Sharkninja: 10.2% Q4 ’25 · Everything else: 39.5% Q1 ’26 · Td Synnex: 18.2% Q1 ’26 · Applied Materials: 10.4% Q1 ’26 · Sharkninja: 6.6% Q1 ’26 · Everything else: 64.8% Q2 ’26 · Td Synnex: 26.4% Q2 ’26 · Applied Materials: 19.5% Q2 ’26 · Sharkninja: 10.7% Q2 ’26 · Everything else: 43.5% 2013
2015
2017
2019
2021
2023
Q4 ’24
Q2 ’25
Q4 ’25
Q2 ’26
2013: Td Synnex 0.0%, Credit Acceptance 0.0%, Applied Materials 0.0%, HCA Healthcare 0.0%, Signet Jewelers 19.8%, Sharkninja 0.0%; 2014: Td Synnex 0.0%, Credit Acceptance 0.0%, Applied Materials 0.0%, HCA Healthcare 0.0%, Signet Jewelers 10.6%, Sharkninja 0.0%; 2015: Td Synnex 0.0%, Credit Acceptance 21.4%, Applied Materials 0.0%, HCA Healthcare 0.0%, Signet Jewelers 11.0%, Sharkninja 0.0%; 2016: Td Synnex 0.0%, Credit Acceptance 25.5%, Applied Materials 0.0%, HCA Healthcare 0.0%, Signet Jewelers 38.3%, Sharkninja 0.0%; 2017: Td Synnex 0.0%, Credit Acceptance 54.4%, Applied Materials 0.0%, HCA Healthcare 0.0%, Signet Jewelers 21.0%, Sharkninja 0.0%; 2018: Td Synnex 0.0%, Credit Acceptance 29.2%, Applied Materials 9.6%, HCA Healthcare 0.0%, Signet Jewelers 0.0%, Sharkninja 0.0%; 2019: Td Synnex 0.0%, Credit Acceptance 17.3%, Applied Materials 17.1%, HCA Healthcare 0.0%, Signet Jewelers 0.0%, Sharkninja 0.0%; 2020: Td Synnex 19.2%, Credit Acceptance 6.7%, Applied Materials 7.7%, HCA Healthcare 19.3%, Signet Jewelers 0.0%, Sharkninja 0.0%; 2021: Td Synnex 18.5%, Credit Acceptance 0.0%, Applied Materials 8.3%, HCA Healthcare 15.3%, Signet Jewelers 0.0%, Sharkninja 0.0%; 2022: Td Synnex 21.9%, Credit Acceptance 6.1%, Applied Materials 9.6%, HCA Healthcare 17.0%, Signet Jewelers 0.0%, Sharkninja 0.0%; 2023: Td Synnex 24.3%, Credit Acceptance 8.8%, Applied Materials 14.8%, HCA Healthcare 14.9%, Signet Jewelers 0.0%, Sharkninja 0.0%; Q3 ’24: Td Synnex 23.3%, Credit Acceptance 8.7%, Applied Materials 13.1%, HCA Healthcare 14.4%, Signet Jewelers 0.0%, Sharkninja 13.8%; Q4 ’24: Td Synnex 27.2%, Credit Acceptance 8.5%, Applied Materials 14.7%, HCA Healthcare 12.3%, Signet Jewelers 0.0%, Sharkninja 14.8%; Q1 ’25: Td Synnex 30.4%, Credit Acceptance 8.1%, Applied Materials 13.8%, HCA Healthcare 14.9%, Signet Jewelers 0.0%, Sharkninja 13.4%; Q2 ’25: Td Synnex 33.0%, Credit Acceptance 0.0%, Applied Materials 14.9%, HCA Healthcare 9.1%, Signet Jewelers 0.0%, Sharkninja 16.4%; Q3 ’25: Td Synnex 33.4%, Credit Acceptance 0.0%, Applied Materials 17.2%, HCA Healthcare 5.7%, Signet Jewelers 0.0%, Sharkninja 10.5%; Q4 ’25: Td Synnex 27.6%, Credit Acceptance 0.0%, Applied Materials 17.0%, HCA Healthcare 5.7%, Signet Jewelers 0.0%, Sharkninja 10.2%; Q1 ’26: Td Synnex 18.2%, Credit Acceptance 0.0%, Applied Materials 10.4%, HCA Healthcare 0.0%, Signet Jewelers 0.0%, Sharkninja 6.6%; Q2 ’26: Td Synnex 26.4%, Credit Acceptance 0.0%, Applied Materials 19.5%, HCA Healthcare 0.0%, Signet Jewelers 0.0%, Sharkninja 10.7% ▶ Play Q2 2026
Td Synnex 26.4% Applied Materials 19.5% Sharkninja 10.7% Bright Horizons Family Solutions 8.3% Urban Outfitters 7.7% Sunbelt Rentals Holdings 7.5% Acadia Healthcare Company 6.0% Teleflex 4.9% New York Times 4.5% Capital One Financial 4.2% Selectquote 0.3% Q4 2013 Q2 2026
Look-through earnings Abrams Bison Investments’s share of the profits of the US companies it holds. How this works Look-through earnings, Q2 2026
$853k
Last 12 months, holdings with SEC financials
Price paid for those earnings
1964.6×
Value of those holdings ÷ their earnings
Earnings per share growth
+39.1%
Same holdings, against a year earlier
Portfolio covered
82%
Of the 13F value
By year Rolling 12 months
Q1 2017: $11.1m Q2 2017: $11.3m Q4 2017: $20.8m Q1 2018: $9.2m Q2 2018: $12.9m Q3 2018: $9.7m Q4 2018: $15.4m Q1 2019: $14.5m Q2 2019: $16.9m Q3 2019: $12.6m Q4 2019: $8.4m Q1 2020: $1.1m Q2 2020: $11.7m Q3 2020: $15.0m Q4 2020: $12.8m Q1 2021: $16.0m Q2 2021: $18.9m Q3 2021: $15.1m Q4 2021: $16.7m Q1 2022: $7.3m Q2 2022: $6.7m Q3 2022: $9.1m Q4 2022: $18.9m Q1 2023: $17.5m Q2 2023: $13.1m Q3 2023: $14.6m Q4 2023: $11.6m Q1 2024: $15.0m Q2 2024: $9.8m Q3 2024: $14.6m Q4 2024: $9.9m Q1 2025: $13.6m Q2 2025: $7.2m Q3 2025: $7.4m Q1 2026: $18.7m Q2 2026: $22.7m $41.1m 2017
$47.2m 2018
$52.5m 2019
$40.7m 2020
$66.7m 2021
$42.0m 2022
$56.7m 2023
$49.3m 2024
−$28.9m 2025
$41.4m 2026*
2017: $41.1m; 2018: $47.2m; 2019: $52.5m; 2020: $40.7m; 2021: $66.7m; 2022: $42.0m; 2023: $56.7m; 2024: $49.3m; 2025: −$28.9m; 2026 (2 quarters): $41.4m
Holdings behind Q2 2026 (latest) Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023 Q4 2022 Q3 2022 Q2 2022 Q1 2022 Q4 2021 Q3 2021
Net income is as reported (GAAP), so it includes one-off items and, for some companies, gains or losses on investments they hold. Companies that report under IFRS (most non-US companies) or whose shares we can’t match reliably are left out; “portfolio covered” shows how much is included. Look-through earnings explained . Growth compares earnings per share over the last 12 months with the 12 months a year earlier, for holdings profitable in both.
US holdings by sector Industrials 33.9% Technology 19.5% Consumer discretionary 18.4% Health care 10.9% Other 8.3% Communication and media 4.6% Financials 4.2% Insurance 0.3% Sectors are grouped from each company’s SEC industry code, as a share of the Q2 2026 13F.
US portfolio value by quarter $910m Q3 ’23
$998m Q4 ’23
$1.1bn Q1 ’24
$1.0bn Q2 ’24
$1.2bn Q3 ’24
$971m Q4 ’24
$918m Q1 ’25
$1.1bn Q2 ’25
$1.3bn Q3 ’25
$1.3bn Q4 ’25
$2.3bn Q1 ’26
$2.0bn Q2 ’26
Q3 ’23: $910m; Q4 ’23: $998m; Q1 ’24: $1.1bn; Q2 ’24: $1.0bn; Q3 ’24: $1.2bn; Q4 ’24: $971m; Q1 ’25: $918m; Q2 ’25: $1.1bn; Q3 ’25: $1.3bn; Q4 ’25: $1.3bn; Q1 ’26: $2.3bn; Q2 ’26: $2.0bn From each quarter’s 13F. Changes reflect both trading and share-price moves.