Abrams Bison - Abrams Bison Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $2,310,985,598
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q1 2026
URBN - Urban Outfitters, Inc. Add 31.79% 537,000 1.47
SN - SharkNinja, Inc. Add 16.94% 208,000 0.95
TFX - Teleflex Inc. Add 3.20% 31,000 0.16
SNX - TD SYNNEX Corp. Add 0.62% 15,357 0.11
SUNB - Sunbelt Rentals Holdings, Inc. Buy 12,561,085 35.38
BFAM - Bright Horizons Family Solutions Inc. Buy 1,413,000 5.02
Q4 2025
TFX - Teleflex Inc. Add 5.56% 51,075 0.46
URBN - Urban Outfitters, Inc. Buy 1,689,000 9.42
Q3 2025
AMAT - Applied Materials, Inc. Add 22.51% 197,000 3.16
ACHC - Acadia Healthcare Co., Inc. Add 22.35% 800,000 1.55
NYT - The New York Times Co. Add 0.43% 6,086 0.03
TFX - Teleflex Inc. Buy 917,925 8.80
Q2 2025
ACHC - Acadia Healthcare Co., Inc. Add 96.70% 1,760,000 3.73
SN - SharkNinja, Inc. Add 20.34% 300,000 2.77
NYT - The New York Times Co. Buy 1,410,000 7.36
Q1 2025
SNX - TD SYNNEX Corp. Add 19.35% 435,000 4.93
ACHC - Acadia Healthcare Co., Inc. Buy 1,820,000 6.01
Q4 2024
AMAT - Applied Materials, Inc. Add 16.67% 125,000 2.09
Q3 2024
AMAT - Applied Materials, Inc. Add 38.89% 210,000 3.66
CACC - Credit Acceptance Corp. Add 30.46% 53,306 2.04
Q2 2024
SN - SharkNinja, Inc. Add 14.34% 185,000 1.36
UNH - UnitedHealth Group Inc. Buy 186,000 9.29
Q1 2024
CACC - Credit Acceptance Corp. Add 6.71% 11,000 0.54
SN - SharkNinja, Inc. Buy 1,290,000 7.17
PFSI - Pennymac Finl Svcs Inc New Buy 13,000 0.11
Q4 2023
HCA - HCA Healthcare, Inc. Add 21.41% 97,000 2.63
Q1 2023
CACC - Credit Acceptance Corp. Add 39.13% 46,918 2.04
AR - Antero Resources Corp. Add 27.49% 608,000 1.40
SNX - TD SYNNEX Corp. Add 4.66% 101,000 0.98
COF - Capital One Financial Corp. Buy 590,000 5.67
Q4 2022
NXST - Nexstar Media Group, Inc. Add 94.17% 187,204 3.49
AR - Antero Resources Corp. Add 14.32% 277,000 0.92
IBKR - Interactive Brokers Group, Inc. Add 8.74% 304,000 0.59
CACC - Credit Acceptance Corp. Buy 119,891 6.07
JPM - JPMorgan Chase & Co. Buy 420,000 6.01
Q3 2022
HCA - HCA Healthcare, Inc. Add 12.20% 75,000 1.49
NXST - Nexstar Media Group, Inc. Add 6.14% 11,508 0.21
AR - Antero Resources Corp. Buy 1,935,000 6.38
IBKR - Interactive Brokers Group, Inc. Buy 3,480,000 6.00
STNE - Stoneco Ltd Buy 4,500,000 4.63
Q2 2022
AMAT - Applied Materials, Inc. Add 31.21% 220,000 2.26
HCA - HCA Healthcare, Inc. Add 3.36% 20,000 0.38
NXST - Nexstar Media Group, Inc. Buy 187,288 3.45
Q1 2022
SLQT - SelectQuote, Inc. Add 7.59% 910,794 0.22
Q4 2021
SLQT - SelectQuote, Inc. Add 50.00% 4,000,000 2.71
ZIM - ZIM Integrated Shipping Services Ltd. Add 11.10% 173,800 0.76
PXD - Pioneer Nat Res Co Buy 598,000 8.12
Q3 2021
ZIM - ZIM Integrated Shipping Services Ltd. Add 154.72% 951,337 3.59
SNX - TD SYNNEX Corp. Add 1.51% 36,211 0.28
SLQT - SelectQuote, Inc. Buy 8,000,000 7.70
AFG - American Financial Group, Inc. Buy 575,345 5.39
Q2 2021
PGR - The Progressive Corp. Add 16.72% 154,000 1.31
2633119D - Legato Merger Corp Buy 1,400,000 1.22
Q1 2021
SNX - TD SYNNEX Corp. Add 14.83% 310,000 3.21
ZIM - ZIM Integrated Shipping Services Ltd. Buy 614,863 1.35
Q4 2020
AMAT - Applied Materials, Inc. Add 9.90% 71,000 0.69
CNXC - Concentrix Corp. Buy 937,000 10.44
Q3 2020
SNX - TD SYNNEX Corp. Add 81.33% 1,137,016 9.96
GD - General Dynamics Corp. Add 35.67% 117,000 2.02
HCA - HCA Healthcare, Inc. Add 31.64% 298,687 4.66
PGR - The Progressive Corp. Buy 921,000 10.90
AMAT - Applied Materials, Inc. Buy 717,000 5.33
Q2 2020
QVCAQ - Qurate Retail Inc Add 124.65% 110,414 8.16
HCA - HCA Healthcare, Inc. Add 102.21% 477,150 7.21
ACHC - Acadia Healthcare Co., Inc. Add 23.83% 547,805 2.14
SNX - TD SYNNEX Corp. Buy 1,398,000 13.03
GD - General Dynamics Corp. Buy 328,000 7.63
MD - Pediatrix Medical Group, Inc. Buy 180,676 0.48
Q1 2020
HCA - HCA Healthcare, Inc. Buy 466,850 12.25
QVCAQ - Qurate Retail Inc Buy 88,582 7.90
TRTN - Triton Intl Ltd Buy 175,000 1.32
Q3 2019
PXD - Pioneer Nat Res Co Add 195.86% 993,000 12.47
AMAT - Applied Materials, Inc. Add 10.98% 275,000 1.37
Q2 2019
ACHC - Acadia Healthcare Co., Inc. Buy 2,390,000 8.66
Q1 2019
PXD - Pioneer Nat Res Co Add 34.48% 130,000 2.20
UNH - UnitedHealth Group Inc. Add 7.72% 55,000 1.51
Q4 2018
LEN - Lennar Corp. Buy 3,041,772 13.55
AMAT - Applied Materials, Inc. Buy 2,505,000 9.64
RAMP - LiveRamp Holdings, Inc. Buy 2,112,000 9.59
PXD - Pioneer Nat Res Co Buy 377,000 5.83
Q2 2018
UNH - UnitedHealth Group Inc. Add 3.98% 32,000 1.08
Q1 2018
UNH - UnitedHealth Group Inc. Buy 805,000 26.96
Q4 2017
IBKR - Interactive Brokers Group, Inc. Add 4.98% 43,596 0.11
Q3 2017
IBKR - Interactive Brokers Group, Inc. Buy 876,000 1.65
Q2 2017
CACC - Credit Acceptance Corp. Add 0.88% 10,157 0.46
CVNA - Carvana Co. Buy 12,500,000 8.94
Q1 2017
CACC - Credit Acceptance Corp. Add 1.88% 21,399 0.71
SIG - Signet Jewelers Ltd. Add 1.54% 60,847 0.70
Q3 2016
SIG - Signet Jewelers Ltd. Add 22.26% 824,000 6.69
Q2 2016
SIG - Signet Jewelers Ltd. Add 196.65% 2,453,393 18.76
LB - L Brands Inc Add 175.56% 2,120,288 13.21
CACC - Credit Acceptance Corp. Add 4.26% 46,526 0.80
Q1 2016
SIG - Signet Jewelers Ltd. Add 40.97% 362,607 4.66
KMX - CarMax, Inc. Add 31.58% 686,131 3.63
CACC - Credit Acceptance Corp. Add 9.78% 97,235 1.83
Q4 2015
CACC - Credit Acceptance Corp. Add 88.04% 465,490 10.04
KMX - CarMax, Inc. Add 20.41% 368,325 2.00
Q3 2015
CACC - Credit Acceptance Corp. Buy 528,749 11.42
Q1 2015
IBKR - Interactive Brokers Group, Inc. Buy 11,154,212 6.80
Q4 2014
KMX - CarMax, Inc. Add 24.99% 649,674 2.92
AMFW - Amec Plc Buy 1,435,400 1.26
Q3 2014
KMX - CarMax, Inc. Add 171.28% 1,641,581 5.24
LB - L Brands Inc Buy 4,920,030 22.65
Q2 2014
KMX - CarMax, Inc. Buy 958,419 4.15
Q1 2014
GD - General Dynamics Corp. Add 5.33% 121,476 1.08
Q3 2013
PXD - Pioneer Nat Res Co Add 34.38% 220,000 3.52
AON - Aon plc Add 11.93% 181,363 1.14
SIG - Signet Jewelers Ltd. Add 10.75% 330,000 2.00
FWLT - Foster Wheeler Ag Add 1.28% 83,315 0.19
Q2 2013
PXD - Pioneer Nat Res Co Add 77.78% 280,000 3.82
SIG - Signet Jewelers Ltd. Add 11.23% 310,000 1.97
FWLT - Foster Wheeler Ag Add 10.45% 616,685 1.26
Q1 2013
GD - General Dynamics Corp. Add 39.79% 1,500,000 9.16
FWLT - Foster Wheeler Ag Add 18.00% 900,000 1.78
SIG - Signet Jewelers Ltd. Add 5.48% 143,438 0.83
Q4 2012
SIG - Signet Jewelers Ltd. Add 5.02% 125,000 0.67
FWLT - Foster Wheeler Ag Add 3.09% 150,000 0.37
GD - General Dynamics Corp. Add 1.07% 40,000 0.28
BNY - The Bank of New York Mellon Cor Add 0.94% 40,000 0.10
Q3 2012
DLCA - Dell Inc Add 31.55% 2,650,000 2.74
SIG - Signet Jewelers Ltd. Add 13.66% 299,362 1.53
FWLT - Foster Wheeler Ag Add 12.53% 540,000 1.36
GD - General Dynamics Corp. Add 2.75% 100,000 0.69
Q2 2012
SIG - Signet Jewelers Ltd. Add 90.63% 1,042,200 4.88
FWLT - Foster Wheeler Ag Add 73.44% 1,825,000 3.35
DLCA - Dell Inc Add 40.00% 2,400,000 3.19
GD - General Dynamics Corp. Add 1.40% 50,000 0.35
AON - Aon plc Buy 1,710,000 8.51
AOS - A. O. Smith Corp. Buy 4,800,000 6.24
Q1 2012
GD - General Dynamics Corp. Add 9.15% 300,000 2.30
DLCA - Dell Inc Add 5.26% 300,000 0.52
SIG - Signet Jewelers Ltd. Buy 1,150,000 5.68
Q4 2011
FWLT - Foster Wheeler Ag Add 29.77% 570,000 1.33
DLCA - Dell Inc Add 21.28% 1,000,000 1.79
NCRA - News Corp Add 15.63% 15,000 0.98
GD - General Dynamics Corp. Add 14.89% 425,000 3.45
Q3 2011
FWLT - Foster Wheeler Ag Add 233.80% 1,341,300 3.47
BNY - The Bank of New York Mellon Cor Add 69.00% 2,760,000 7.47
RNR - RenaissanceRe Holdings Ltd. Add 52.62% 295,000 2.74
AON-W - Aon Corp Add 25.71% 540,000 3.30
DLCA - Dell Inc Add 23.68% 900,000 1.85
NCRA - News Corp Buy 96,000 6.49
Q2 2011
BNY - The Bank of New York Mellon Cor Add 81.07% 1,790,900 6.35
GD - General Dynamics Corp. Add 77.76% 1,337,500 13.79
DLCA - Dell Inc Add 9.67% 335,000 0.77
Q1 2011
GD - General Dynamics Corp. Add 20.28% 290,000 3.44
BNY - The Bank of New York Mellon Cor Add 17.82% 334,100 1.54
DLCA - Dell Inc Add 12.87% 395,000 0.89
AON-W - Aon Corp Add 9.20% 177,000 1.45
WFC - Wells Fargo & Co. Buy 1,215,000 5.96
Q4 2010
BNY - The Bank of New York Mellon Cor Add 53.06% 650,000 3.36
Q3 2010
AON-W - Aon Corp Add 5.49% 100,000 0.79
BNY - The Bank of New York Mellon Cor Buy 1,225,000 6.49
Q2 2010
GD - General Dynamics Corp. Add 76.54% 620,000 8.06
IILGV - Interval Leisure Group Inc Add 74.80% 277,197 0.77
DLCA - Dell Inc Add 15.85% 420,000 1.13
AON-W - Aon Corp Add 4.17% 73,000 0.60
PFE - Pfizer Inc. Add 3.91% 47,430 0.14
PXD - Pioneer Nat Res Co Add 1.40% 17,000 0.22
FWLT - Foster Wheeler Ag Buy 1,050,000 4.91
CLGX - Corelogic Inc Buy 165,225 0.65
FAF - First American Financial Corp. Buy 60,473 0.17
Q1 2010
GD - General Dynamics Corp. Add 116.00% 435,000 7.55
AON-W - Aon Corp Add 61.21% 664,429 6.38
DLCA - Dell Inc Add 6.48% 161,267 0.54
IILGV - Interval Leisure Group Inc Buy 370,570 1.21
Q4 2009
AON-W - Aon Corp Add 151.33% 653,632 5.90
DLCA - Dell Inc Add 25.14% 500,000 1.69
RX - Ims Health Inc Add 6.78% 100,000 0.50
AZO - AutoZone, Inc. Buy 160,000 5.95
Q3 2009
GR - Goodrich Corp Add 23.44% 75,000 1.19
RX - Ims Health Inc Buy 1,474,386 6.63
AON-W - Aon Corp Buy 431,939 5.15
Q2 2009
DLCA - Dell Inc Add 25.18% 400,000 1.98
HAS - Hasbro, Inc. Add 25.00% 300,000 2.62
PFE - Pfizer Inc. Add 21.05% 210,800 1.08
RNR - RenaissanceRe Holdings Ltd. Add 3.55% 30,202 0.51
GR - Goodrich Corp Buy 320,000 5.77
Q1 2009
HAS - Hasbro, Inc. Add 106.83% 619,800 6.09
DLCA - Dell Inc Add 14.40% 200,000 0.74
GD - General Dynamics Corp. Buy 525,000 8.56
EA - Electronic Arts Inc. Buy 890,084 6.35
PFE - Pfizer Inc. Buy 1,001,300 5.07
Q4 2008
RNR - RenaissanceRe Holdings Ltd. Add 4.11% 33,600 0.67
NCRB - News Corp Add 3.88% 82,052 0.31
ANF - Abercrombie & Fitch Co. Buy 1,077,415 9.65
DLCA - Dell Inc Buy 1,388,733 5.52
CDN1 - Arbitron Inc Buy 323,394 1.67
Q3 2008
PXD - Pioneer Nat Res Co Add 12.85% 275,000 3.47
HSII - Heidrick & Struggles Intl In Add 9.55% 139,474 1.01
NCRB - News Corp Buy 2,115,000 6.19
ANRZQ - Alpha Natural Resources Inc Buy 5,400 0.07
Q2 2008
VLO - Valero Energy Corp. Add 662.44% 1,257,006 8.65
RNR - RenaissanceRe Holdings Ltd. Add 144.13% 482,255 3.94
HSII - Heidrick & Struggles Intl In Add 106.09% 751,831 3.80
BBBYQ - Bed Bath & Beyond Inc Add 24.25% 457,691 2.35
AZO - AutoZone, Inc. Add 22.27% 56,000 1.24
UNH - UnitedHealth Group Inc. Buy 862,300 4.14
Q1 2008
HSII - Heidrick & Struggles Intl In Add 74.00% 301,406 2.19
PXD - Pioneer Nat Res Co Add 67.26% 886,915 9.74
HAS - Hasbro, Inc. Add 4.52% 84,000 0.52
Q4 2007
PXD - Pioneer Nat Res Co Add 59.48% 491,800 5.28
CDN1 - Arbitron Inc Buy 662,313 6.06
HSII - Heidrick & Struggles Intl In Buy 407,289 3.33
SLM - SLM Corp. Buy 1,188,168 1.88
Q3 2007
NVR - NVR, Inc. Add 92.31% 102,100 9.91
BBBYQ - Bed Bath & Beyond Inc Add 26.75% 809,400 5.70
PXD - Pioneer Nat Res Co Add 13.93% 101,100 0.94
HAS - Hasbro, Inc. Add 6.38% 131,300 0.76
Q2 2007
NVR - NVR, Inc. Add 124.15% 61,259 8.33
BBBYQ - Bed Bath & Beyond Inc Add 47.10% 968,778 6.98
HAS - Hasbro, Inc. Add 26.62% 432,500 2.72
XS6 - Sunoco Inc Add 25.89% 90,500 1.44
FCX - Freeport-McMoRan Inc. Buy 1,222,200 10.13
Q1 2007
BBBYQ - Bed Bath & Beyond Inc Add 10.71% 199,037 2.38
XS6 - Sunoco Inc Buy 349,500 7.33
VLO - Valero Energy Corp. Buy 189,754 3.33
Q4 2006
GKIS - Gold Kist Inc Add 313.50% 627,000 3.43
BBBYQ - Bed Bath & Beyond Inc Add 11.99% 198,971 1.97
Q3 2006
HAS - Hasbro, Inc. Add 20.04% 484,200 2.84
NVR - NVR, Inc. Buy 74,041 10.20
GKIS - Gold Kist Inc Buy 200,000 1.07
Q2 2006
AZO - AutoZone, Inc. Add 75.27% 170,400 4.00
HAS - Hasbro, Inc. Add 68.81% 985,000 4.75
PXD - Pioneer Nat Res Co Add 59.76% 271,500 3.35
BBBYQ - Bed Bath & Beyond Inc Add 17.75% 250,000 2.21
HSII - Heidrick & Struggles Intl In Add 12.94% 202,652 1.82
RMK - Aramark Corp Buy 709,200 6.25
MSFT - Microsoft Corp. Buy 900,000 5.58
Q1 2006
PXD - Pioneer Nat Res Co Add 55.58% 162,300 2.12
BBBYQ - Bed Bath & Beyond Inc Buy 1,408,814 16.00
VIAB - Viacom Inc New Buy 437,500 5.02
Q4 2005
7585377Q - Aviall Inc New Add 23.80% 542,000 4.88
VIA.B - Viacom Inc Buy 875,000 8.92
Q3 2005
AZO - AutoZone, Inc. Add 24.55% 67,300 1.55
7585377Q - Aviall Inc Add 17.21% 334,500 3.13
FQ9 - Blockbuster Inc Add 10.90% 200,000 0.25
RNR - RenaissanceRe Holdings Ltd. Add 10.26% 118,100 1.43
HAS - Hasbro, Inc. Add 4.37% 137,900 0.75
PXD - Pioneer Natural Resources Co Buy 677,500 10.31
RYG - Royal Group Technologies Ltd Buy 1,141,130 3.18
IPMT - Ipayment Inc Buy 240,800 2.52
Q2 2005
HSII - Heidrick & Struggles Intl In Add 148.77% 1,101,341 9.26
HAS - Hasbro, Inc. Add 17.69% 474,100 3.18
RNR - RenaissanceRe Holdings Ltd. Add 8.55% 90,600 1.44
7585377Q - Aviall Inc Add 2.10% 40,000 0.41
Q1 2005
FQ9 - Blockbuster Inc. Add 111.55% 967,100 2.76
RNR - RenaissanceRe Holdings Ltd. Add 51.49% 360,300 5.75
7585377Q - Aviall, Inc. Add 51.47% 646,700 6.19
HAS - Hasbro, Inc. Add 24.62% 529,500 3.70
HSII - Heidrick & Struggles Inc. Add 5.36% 37,664 0.47
3080867Q - Maytag Corporation Buy 1,570,200 7.50
ODP - Office Depot, Inc. Buy 700,000 5.31