# Abrams Bison Investments portfolio: Q2 2026 13F holdings

Abrams Bison Investments: $2.0bn in 11 US holdings at Q2 2026, with buys and sells.

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%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1317588/000091957426005554/0000919574-26-005554-index.htm)). $2.0bn in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Td Synnex (SNX) | $540m | 26.4% | Trimmed -19% | 18.2% |
| Applied Materials (AMAT) | $399m | 19.5% | Trimmed -22% | 10.4% |
| Sharkninja (SN) | $219m | 10.7% | Unchanged | 6.6% |
| Bright Horizons Family Solutions (BFAM) | $170m | 8.3% | Added +69% | 5.0% |
| Urban Outfitters (URBN) | $158m | 7.7% | Added +0.2% | 6.1% |
| Sunbelt Rentals Holdings (SUNB) | $154m | 7.5% | Trimmed -84% | 35.4% |
| Acadia Healthcare Company (ACHC) | $123m | 6.0% | Trimmed -4.9% | 4.4% |
| Teleflex (TFX) | $101m | 4.9% | Trimmed -21% | 5.2% |
| New York Times (NYT) | $93.2m | 4.5% | Trimmed -6.0% | 5.1% |
| Capital One Financial (COF) | $85.3m | 4.2% | Unchanged | 3.4% |
| Selectquote (SLQT) | $6.7m | 0.3% | Unchanged | 0.2% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/abrams-bison-investments). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.