ABRAMS BISON INVESTMENTS, LLC
Bethesda MD · SEC CIK 0001317588
$20.49亿2026Q2 申报市值
11持仓数
99.7%前十大占比 · 第一大 26.4%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BFAM 加仓+$6,948.00万
URBN 加仓+$34.53万
2026Q2 卖出最多 按季末市值估算
SUNB 减仓-$7.86亿
SNX 减仓-$1.26亿
AMAT 减仓-$1.10亿
TFX 减仓-$2,623.93万
ACHC 减仓-$634.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SNX | TD SYNNEX CORPORATION | $5.40亿 | 26.38% | 2,021,764 | -470,593 | -18.9% | -$1.26亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $3.99亿 | 19.48% | 552,000 | -152,000 | -21.6% | -$1.10亿 | 减仓 |
| SN | SHARKNINJA INC | $2.19亿 | 10.67% | 1,436,000 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $1.70亿 | 8.28% | 2,393,249 | 980,249 | 69.4% | $6,948.00万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $1.58亿 | 7.72% | 2,230,873 | 4,873 | 0.2% | $34.53万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.54亿 | 7.52% | 2,058,758 | -10,502,327 | -83.6% | -$7.86亿 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1.23亿 | 6.00% | 4,165,000 | -215,000 | -4.9% | -$634.89万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $1.01亿 | 4.91% | 793,000 | -207,000 | -20.7% | -$2,623.93万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $9,318.30万 | 4.55% | 1,331,566 | -84,520 | -6.0% | -$591.47万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $8,526.35万 | 4.16% | 425,000 | 0 | 0.0% | — | 不变 |
| — | SELECTQUOTE INC | $665.38万 | 0.32% | 7,910,794 | 0 | 0.0% | — | 不变 |