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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 2026-08-13 from SEC 13F data.

Live quotes available for 11 of 12 rows. Rows without a quote are marked unavailable.

1SUNBSUNBELT RENTALS HOLDINGS INC35.38%New12,561,085$817.6M$65.0952w: $61.85 - $76.77; reported $65.09
2SNXTD SYNNEX CORPORATION18.20%Add +0.6%2,492,357$420.49M$168.7152w: $92.23 - $175.56; reported $168.71
3AMATAPPLIED MATLS INC10.41%Reduce -21.1%704,000$240.62M$341.7952w: $123.74 - $395.95; reported $341.79
4SNSHARKNINJA INC6.58%Add +16.9%1,436,000$152.07M$105.9052w: $60.50 - $133.99; reported $105.90
5URBNURBAN OUTFITTERS INC6.10%Add +31.8%2,226,000$141.02M$63.3552w: $41.89 - $84.35; reported $63.35
6TFXTELEFLEX INCORPORATED5.18%Add +3.2%1,000,000$119.61M$119.6152w: $100.18 - $141.91; reported $119.61
7NYTNEW YORK TIMES CO MTN BE5.13%-1,416,086$118.57M$83.7352w: $44.83 - $85.61; reported $83.73
8BFAMBRIGHT HORIZONS FAM SOL IN D5.02%New1,413,000$116.05M$82.1352w: $63.68 - $132.99; reported $82.13
9ACHCACADIA HEALTHCARE COMPANY IN4.43%-4,380,000$102.45M$23.3952w: $11.43 - $30.97; reported $23.39
10COFCAPITAL ONE FINL CORP3.35%Reduce -11.3%425,000$77.53M$182.4352w: $143.22 - $259.64; reported $182.43
11SLQTSELECTQUOTE INC0.22%-7,910,794$4.98M$0.63No quote
12HCAHCA HEALTHCARE INC-Sold0$0No quoteNo quote