ABRAMS BISON INVESTMENTS, LLC
Bethesda MD · SEC CIK 0001317588
$23.11亿2026Q1 申报市值
11持仓数
99.8%前十大占比 · 第一大 35.4%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SUNB 新建仓+$8.18亿
BFAM 新建仓+$1.16亿
URBN 加仓+$3,401.89万
SN 加仓+$2,202.72万
TFX 加仓+$370.79万
2026Q1 卖出最多 按季末市值估算
HCA 清仓-$7,703.19万
AMAT 减仓-$6,425.65万
COF 减仓-$985.12万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SUNB | SUNBELT RENTALS HOLDINGS INC | $8.18亿 | 35.38% | 12,561,085 | 12,561,085 | — | $8.18亿 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $4.20亿 | 18.20% | 2,492,357 | 15,357 | 0.6% | $259.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.41亿 | 10.41% | 704,000 | -188,000 | -21.1% | -$6,425.65万 | 减仓 |
| SN | SHARKNINJA INC | $1.52亿 | 6.58% | 1,436,000 | 208,000 | 16.9% | $2,202.72万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $1.41亿 | 6.10% | 2,226,000 | 537,000 | 31.8% | $3,401.89万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $1.20亿 | 5.18% | 1,000,000 | 31,000 | 3.2% | $370.79万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1.19亿 | 5.13% | 1,416,086 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.16亿 | 5.02% | 1,413,000 | 1,413,000 | — | $1.16亿 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1.02亿 | 4.43% | 4,380,000 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $7,753.27万 | 3.35% | 425,000 | -54,000 | -11.3% | -$985.12万 | 减仓 |
| — | SELECTQUOTE INC | $497.98万 | 0.22% | 7,910,794 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -165,000 | -100.0% | -$7,703.19万 | 清仓 |