Abrams Bison Investments, LLC
Annual return '25
-11.0%
SPY '25
+17.7%
Alpha
-28.7ptsvs SPY
Invested
$2.3B
Holdings
11
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 84%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SUNB
SUNBELT RENTALS HOLDINGS INC
Held since at least Q1 2024
35.4%
02
$SNX
TD SYNNEX CORPORATION
Q4 2025: Exited (was 2.60M shares)
18.2%
03
$AMAT
APPLIED MATLS INC
Q4 2025: Exited (was 1.07M shares)
10.4%
04
$SN
SHARKNINJA INC
Q4 2025: Exited (was 1.30M shares)
6.6%
05
$URBN
URBAN OUTFITTERS INC
Held since at least Q1 2024
6.1%
06
$TFX
TELEFLEX INCORPORATED
Q4 2025: Exited (was 917.9k shares)
5.2%
07
$NYT
NEW YORK TIMES CO MTN BE
Q4 2025: Exited (was 1.42M shares)
5.1%
08
$BFAM
BRIGHT HORIZONS FAM SOL IN D
Held since at least Q1 2024
5.0%
09
$ACHC
ACADIA HEALTHCARE COMPANY IN
Q4 2025: Exited (was 4.38M shares)
4.4%
10
$COF
CAPITAL ONE FINL CORP
Q4 2025: Exited (was 500.0k shares)
3.4%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.