ABRAMS BISON INVESTMENTS, LLC

报告期 2026-03-31 · CIK 0001317588

持仓数

前50大市值合计

$2.31B

报告期

2026-03-31

当前持仓调仓

前 11 大持仓

标的

类型

市值

股数

占比*

SUNB SUNBELT RENTALS HOLDINGS INC

SHS

$817.6M

12,561,085

35.4%

SNX TD SYNNEX CORPORATION

COM

$420.5M

2,492,357

18.2%

AMAT APPLIED MATLS INC

COM

$240.6M

704,000

10.4%

— SHARKNINJA INC

COM SHS

$152.1M

1,436,000

6.6%

URBN URBAN OUTFITTERS INC

COM

$141.0M

2,226,000

6.1%

TFX TELEFLEX INCORPORATED

COM

$119.6M

1,000,000

5.2%

NYT NEW YORK TIMES CO MTN BE

CL A

$118.6M

1,416,086

5.1%

BFAM BRIGHT HORIZONS FAM SOL IN D

COM

$116.0M

1,413,000

5.0%

ACHC ACADIA HEALTHCARE COMPANY IN

COM

$102.4M

4,380,000

4.4%

COF CAPITAL ONE FINL CORP

COM

$77.5M

425,000

3.4%

SLQT SELECTQUOTE INC

COM

$5.0M

7,910,794

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

82%前 6 大占比

SUNB35.4%SNX18.2%AMAT10.4%SHARKNINJA INC6.6%URBN6.1%TFX5.2%