ABRAMS BISON INVESTMENTS, LLC
โขCIK: 1317588โขFiling: Q4 2025
**ABRAMS BISON INVESTMENTS, LLC** manages $1.3B across a concentrated portfolio of 10 holdings. The fund exhibits significant conviction in technology and consumer discretionary sectors, evidenced by its top positions. Key allocations include SUX at $372.1M and AMAT at $229.2M, representing substantial exposure to semiconductor and technology leaders. This concentrated structure suggests a high-conviction, deep-value approach to market outperformance.
Total AUM
$1.3B
QoQ Performance
+5.7%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
SUX
AMAT
SN
URBN
TFX
COF
NYT
HCA
SUX27.6%
AMAT17.0%
SN10.2%
URBN9.4%
TFX8.8%
COF8.6%
NYT7.3%
HCA5.7%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other91.4%
Financial8.6%
Changes from Q3 2025
NEW1 new position
โ1 increased
โ5 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023