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Focused investors/Abrams Bison Investments

Abrams Bison Investments

As of Q2 2026, Abrams Bison Investments reported 11 long-equity positions worth $2.05B in aggregate.

Copy-investor backtest

Latest quarter
+14.49%
1-year
+58.45%
3-year
+137.59%
5-year
+145.33%
3-year vs S&P 500
+64.35%
5-year vs S&P 500
+71.65%
5-year top 5
+155.98%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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All activity

This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q2 2026.

TickerSecurityActivity% portfolioSharesValueReported priceQ range
SUNBSUNBELT RENTALS HOLDINGS INCReduce -83.6%7.52%2,058,758$154.02M$74.81$61.03 - $85.94(55%)$64.45 -> $74.81
SNXTD SYNNEX CORPORATIONReduce -18.9%26.38%2,021,764$540.5M$267.34$171.08 - $296.47(77%)$186.29 -> $267.34
AMATAPPLIED MATLS INCReduce -21.6%19.48%552,000$399.1M$723.00$337.25 - $739.67(96%)$353.80 -> $726.85
BFAMBRIGHT HORIZONS FAM SOL IN DAdd +69.4%8.28%2,393,249$169.63M$70.88$57.65 - $86.69(46%)$81.23 -> $70.94
TFXTELEFLEX INCORPORATEDReduce -20.7%4.91%793,000$100.52M$126.76$114.24 - $139.67(49%)$118.42 -> $126.76
ACHCACADIA HEALTHCARE COMPANY INReduce -4.9%6.00%4,165,000$122.99M$29.53$21.60 - $30.20(92%)$23.67 -> $29.56
NYTNEW YORK TIMES CO MTN BEReduce -6.0%4.55%1,331,566$93.18M$69.98$68.53 - $87.10(8%)$85.39 -> $69.98
URBNURBAN OUTFITTERS INCAdd +0.2%7.72%2,230,873$158.08M$70.86$61.79 - $79.42(51%)$63.72 -> $70.86