Abrams Bison Investments - Bison Capital Asset Management
Portfoliowert
$2.31 B
Positionen
11
Stichtag
2026-03-31
Quartal
Q1 2026
| SUNB | SUNBELT RENTALS HOLDINGS INC | 35.38% | Buy | 12,561,085 | $65.09 | $817.60 M | $75.67 | +16.25% |
| SNX | TD SYNNEX CORPORATION | 18.20% | Add 0.62% | 2,492,357 | $168.71 | $420.49 M | $248.34 | +47.20% |
| AMAT | APPLIED MATLS INC | 10.41% | Reduce 21.08% | 704,000 | $341.79 | $240.62 M | $536.25 | +56.89% |
| SN | SHARKNINJA INC | 6.58% | Add 16.94% | 1,436,000 | $105.90 | $152.07 M | $148.60 | +40.32% |
| URBN | URBAN OUTFITTERS INC | 6.10% | Add 31.79% | 2,226,000 | $63.35 | $141.02 M | $69.97 | +10.45% |
| TFX | TELEFLEX INCORPORATED | 5.18% | Add 3.20% | 1,000,000 | $119.61 | $119.61 M | $131.54 | +9.97% |
| NYT | NEW YORK TIMES CO MTN BE | 5.13% | 1,416,086 | $83.73 | $118.57 M | $71.65 | -14.43% | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 5.02% | Buy | 1,413,000 | $82.13 | $116.05 M | $75.77 | -7.74% |
| ACHC | ACADIA HEALTHCARE COMPANY IN | 4.43% | 4,380,000 | $23.39 | $102.45 M | $34.51 | +47.54% | |
| COF | CAPITAL ONE FINL CORP | 3.35% | Reduce 11.27% | 425,000 | $182.43 | $77.53 M | $199.52 | +9.37% |
| SLQT | SELECTQUOTE INC | 0.22% | 7,910,794 | $0.63 | $4.98 M | $0.65 | +3.26% |
11 Einträge