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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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Updated 2026-09-12 from SEC 13F data.

Live quotes available for 11 of 13 rows. Rows without a quote are marked unavailable.

1SNXSYNNEX CORP25.33%-2,400,000$292.22M$121.7652w: $57.60 - $130.55; reported $121.76
2HCAHCA HEALTHCARE INC18.60%-1,038,000$214.6M$206.7452w: $92.06 - $217.36; reported $206.74
3CNXCCONCENTRIX CORP13.06%-937,000$150.67M$160.8052w: $80.00 - $166.28; reported $160.80
4AMATAPPLIED MATLS INC9.73%-788,000$112.21M$142.4052w: $54.15 - $146.00; reported $142.40
5PGRPROGRESSIVE CORP9.15%Add +16.7%1,075,000$105.58M$98.2152w: $76.16 - $107.59; reported $98.21
6UNHUNITEDHEALTH GROUP INC7.12%-205,000$82.09M$400.4452w: $287.10 - $425.98; reported $400.44
7GDGENERAL DYNAMICS CORP6.45%-395,000$74.36M$188.2652w: $129.17 - $197.51; reported $188.26
8RNRRENAISSANCERE HLDGS LTD3.52%-273,000$40.63M$148.8252w: $142.61 - $191.24; reported $148.82
9ZIMZIM INTEGRATED SHIPPING SERV2.39%-614,863$27.63M$44.9352w: $11.34 - $49.90; reported $44.93
10CACCCREDIT ACCEP CORP MICH2.15%Reduce -68.1%54,518$24.76M$454.1152w: $266.74 - $539.00; reported $454.11
11ACHCACADIA HEALTHCARE COMPANY IN1.29%Reduce -56.7%237,000$14.87M$62.7552w: $24.01 - $68.00; reported $62.75
12LEGOLEGATO MERGER CORP1.22%New1,400,000$14.03MNo quoteNo quote
13MDMEDNAX INC-Sold0$0No quoteNo quote