1y return+61.0%S&P 500 +20.9%
3y return+137.5%S&P 500 +68.5%
5y return+157.1%S&P 500 +74.5%
10y return+490.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $590 against $357 in the S&P 500.2
Abrams Bison Investments, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SNXTd Synnex Corporation | $540.5M | 26.4% | −18.9% |
| AMATApplied Matls Inc | $399.1M | 19.5% | −21.6% |
| Sharkninja IncCUSIP G8068L108 | $218.7M | 10.7% | |
| BFAMBright Horizons Fam Sol In D | $169.6M | 8.3% | +69.4% |
| URBNUrban Outfitters Inc | $158.1M | 7.7% | |
| SUNBSunbelt Rentals Holdings Inc | $154.0M | 7.5% | −83.6% |
| ACHCAcadia Healthcare Company In | $123.0M | 6.0% | −4.9% |
| TFXTeleflex Incorporated | $100.5M | 4.9% | −20.7% |
| NYTNew York Times Co Mtn Be | $93.2M | 4.5% | −6.0% |
| COFCapital One Finl Corp | $85.3M | 4.2% | |
| SLQTSelectquote Inc | $6.7M | 0.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | September 30, 2020 | +1116.2% | $399.1M |
| Sharkninja IncCUSIP G8068L108 | March 31, 2024 | +144.5% | $218.7M |
| SNXTd Synnex Corporation | June 30, 2020 | +123.2% | $540.5M |
| COFCapital One Finl Corp | March 31, 2023 | +108.6% | $85.3M |
| NYTNew York Times Co Mtn Be | June 30, 2025 | +25.0% | $93.2M |
| SUNBSunbelt Rentals Holdings Inc | March 31, 2026 | +14.9% | $154.0M |
| TFXTeleflex Incorporated | September 30, 2025 | +3.6% | $100.5M |
| ACHCAcadia Healthcare Company In | March 31, 2025 | −2.6% | $123.0M |
| URBNUrban Outfitters Inc | December 31, 2025 | −5.8% | $158.1M |
| BFAMBright Horizons Fam Sol In D | March 31, 2026 | −13.7% | $169.6M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +31.5% | +14.8% |
| March 31, 2026 | +8.8% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +10.9% | +7.8% |
| June 30, 2025 | +16.5% | +10.5% |
| March 31, 2025 | −4.0% | −4.6% |
| December 31, 2024 | −4.8% | +2.1% |
| September 30, 2024 | +9.1% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +15.9% | +10.0% |
| December 31, 2023 | +13.6% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | +7.6% | +8.3% |
| March 31, 2023 | +1.9% | +7.0% |
| December 31, 2022 | +13.6% | +7.1% |
| September 30, 2022 | −8.4% | −5.3% |
| June 30, 2022 | −14.7% | −16.5% |
| March 31, 2022 | +3.2% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | +0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Abrams Bison Investments, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1317588&type=13F-HR&dateb=&owner=include&count=40CIK 1317588
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1317588/000091957426005554/Filed August 14, 2026 · accession 0000919574-26-005554