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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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Sells

These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. 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
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