ABRAMS BISON INVESTMENTS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AB ABRAMS BISON INVESTMENTS, LLC | Institutional Filer | ▲ 71.33% | $2.31B | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NaN | SUNBELT RENTALS HOLDINGS INC | — | 12.6M | $817.6M | 35.38% |
| 2 | SNX | TD SYNNEX Corporation | Technology | 2.5M | $420.5M | 18.20% |
| 3 | AMAT | Applied Materials, Inc. | Technology | 704K | $240.6M | 10.41% |
| 4 | SN | SharkNinja, Inc. | Consumer Cyclical | 1.4M | $152.1M | 6.58% |
| 5 | URBN | Urban Outfitters, Inc. | Consumer Cyclical | 2.2M | $141.0M | 6.10% |
| 6 | TFX | Teleflex Incorporated | Healthcare | 1.0M | $119.6M | 5.18% |
| 7 | NYT | The New York Times Company | Communication Services | 1.4M | $118.6M | 5.13% |
| 8 | BFAM | Bright Horizons Family Solutions Inc. | Consumer Cyclical | 1.4M | $116.0M | 5.02% |
| 9 | ACHC | Acadia Healthcare Company, Inc. | Healthcare | 4.4M | $102.4M | 4.43% |
| 10 | COF | Capital One Financial Corporation | Financial Services | 425K | $77.5M | 3.35% |
| 11 | SLQT | SelectQuote, Inc. | Financial Services | 7.9M | $5.0M | 0.22% |
Showing 1 to 11 of 11 holdings