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ABRAMS BISON INVESTMENTS, LLC · 13F 持仓分析
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ABRAMS BISON INVESTMENTS, LLC

No.1724 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$20.49亿
环比变动 Q1 2026
-$2.62亿-11.4%
持仓股票数
11
新买入
0
加仓
2
减仓
6
清仓
0
持股不变
3
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TD SYNNEXSNX
26.38%18.2%$5.40亿202.2万股$4.20亿249.2万股-47.1万股-18.88%减仓
应用材料AMAT
19.48%10.41%$3.99亿55.2万股$2.41亿70.4万股-15.2万股-21.59%减仓
EAST WEST BANCORPEWBC
10.67%6.58%$2.19亿143.6万股$1.52亿143.6万股00.00%持仓不变
BRIGHT HORIZONS FAM SOL IN DBFAM
8.28%5.02%$1.70亿239.3万股$1.16亿141.3万股+98.0万股+69.37%加仓
URBAN OUTFITTERSURBN
7.72%6.1%$1.58亿223.1万股$1.41亿222.6万股+4,873股+0.22%加仓
SSUNBELT RENTALS HOLDINGS INC SHSSUN
7.52%35.38%$1.54亿205.9万股$8.18亿1,256.1万股-1,050.2万股-83.61%减仓
ACADIA HEALTHCARE INACHC
6%4.43%$1.23亿416.5万股$1.02亿438.0万股-21.5万股-4.91%减仓
TELEFLEX INCORPORATEDTFX
4.91%5.18%$1.01亿79.3万股$1.20亿100.0万股-20.7万股-20.70%减仓
NEW YORK TIMES MTN BENYT
4.55%5.13%$9,318.3万133.2万股$1.19亿141.6万股-8.5万股-5.97%减仓
第一资本COF
4.16%3.35%$8,526.4万42.5万股$7,753.3万42.5万股00.00%持仓不变
SSELECTQUOTE INC COMSLQT
0.32%0.22%$665.4万791.1万股$498.0万791.1万股00.00%持仓不变

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