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AB
Abrams Bison Investments
Abrams Bison Investments
Periodo
Q1 2026
Valore portafoglio
$2.31B
Titoli
11
Attività
6 acquisti · 2 riduzioni
| # | Titolo | % Portafoglio | Attività | Azioni | Valore |
|---|---|---|---|---|---|
| 1 | SUNB SUNBELT RENTALS HOLDINGS INC | 35.38% | Buy | 12,561,085 | $817.6M |
| 2 | SNX TD SYNNEX CORPORATION | 18.2% | Add 0.62% | 2,492,357 | $420.5M |
| 3 | AMAT APPLIED MATLS INC | 10.41% | Reduce 21.08% | 704,000 | $240.6M |
| 4 | SHARKNINJA INC | 6.58% | Add 16.94% | 1,436,000 | $152.1M |
| 5 | URBN URBAN OUTFITTERS INC | 6.1% | Add 31.79% | 2,226,000 | $141.0M |
| 6 | TFX TELEFLEX INCORPORATED | 5.18% | Add 3.2% | 1,000,000 | $119.6M |
| 7 | NYT NEW YORK TIMES CO MTN BE | 5.13% | — | 1,416,086 | $118.6M |
| 8 | BFAM BRIGHT HORIZONS FAM SOL IN D | 5.02% | Buy | 1,413,000 | $116.0M |
| 9 | ACHC ACADIA HEALTHCARE COMPANY IN | 4.43% | — | 4,380,000 | $102.4M |
| 10 | COF CAPITAL ONE FINL CORP | 3.35% | Reduce 11.27% | 425,000 | $77.5M |
| 11 | SLQT SELECTQUOTE INC | 0.22% | — | 7,910,794 | $5.0M |
Fonte: 13F-HR Q1 2026 depositata alla SEC (EDGAR) · attività vs Q4 2025. I titoli senza link non sono (ancora) nel nostro catalogo.