Gavin Abrams, Abrams Bison Investments
Portfolio USD 2,048,597,000 across 11 positions as of 2026 Q2; history from 2023 Q4. Source: quarterly 13F filings via dataroma.com.
Positions, 2026 Q2
- SNX SYNNEX Corp.: 26% of portfolio, USD 540,498,000, reduce -18.88%
- AMAT Applied Materials: 20% of portfolio, USD 399,096,000, reduce -21.59%
- SN Sharkninja Inc: 11% of portfolio, USD 218,660,000, hold
- BFAM Bright Horizons Family Solutions Inc.: 8.3% of portfolio, USD 169,633,000, add +69.37%
- URBN Urban Outfitters Inc.: 7.7% of portfolio, USD 158,080,000, add +0.22%
- SUNB Sunbelt Rentals Holdings Inc: 7.5% of portfolio, USD 154,016,000, reduce -83.61%
- ACHC Acadia Healthcare Co.: 6.0% of portfolio, USD 122,992,000, reduce -4.91%
- TFX Teleflex: 4.9% of portfolio, USD 100,521,000, reduce -20.7%
- NYT New York Times CL A: 4.6% of portfolio, USD 93,183,000, reduce -5.97%
- COF Capital One Financial: 4.2% of portfolio, USD 85,264,000, hold
- SLQT Selectquote Inc.: 0.3% of portfolio, USD 6,654,000, hold
Portfolio value, all published quarters
- 2023 Q4: USD 997,522,656
- 2024 Q1: USD 1,120,069,661
- 2024 Q2: USD 1,019,236,291
- 2024 Q3: USD 1,158,477,430
- 2024 Q4: USD 970,853,254
- 2025 Q1: USD 918,142,549
- 2025 Q2: USD 1,072,108,047
- 2025 Q3: USD 1,275,641,968
- 2025 Q4: USD 1,348,737,466
- 2026 Q1: USD 2,310,989,553
- 2026 Q2: USD 2,048,597,000