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Abrams Bison Investments, Llc
upravljavec premoženja · portfelj $2.05 mrd. · 11 pozicij · poročilo na dan 30.06.2026
Pozicije v delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 11
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v četrtletju |
|---|---|---|---|---|
| TD SYNNEX CORP US:SNX | 2 021 764 | $540 mio. | 26.38% | −470 593 |
| Applied Materials Inc US:AMAT | 552 000 | $399 mio. | 19.48% | −152 000 |
| SHARKNINJA INC CUSIP G8068L108 | 1 436 000 | $219 mio. | 10.67% | — |
| Bright Horizons Family Solut… US:BFAM | 2 393 249 | $170 mio. | 8.28% | +980 249 |
| Urban Outfitters Inc US:URBN | 2 230 873 | $158 mio. | 7.72% | +4 873 |
| Sunbelt Rentals Holdings, In… US:SUNB | 2 058 758 | $154 mio. | 7.52% | −10 502 327 |
| Acadia Healthcare Company, I… US:ACHC | 4 165 000 | $123 mio. | 6.00% | −215 000 |
| Teleflex Incorporated US:TFX | 793 000 | $101 mio. | 4.91% | −207 000 |
| New York Times Company US:NYT | 1 331 566 | $93.2 mio. | 4.55% | −84 520 |
| Capital One Financial Corpor… US:COF | 425 000 | $85.3 mio. | 4.16% | — |
| Selectquote Inc US:SLQT | 7 910 794 | $6.65 mio. | 0.32% | — |
V podjetjih iz naše baze podatkov 4
| Podjetje | Delež | Delnice | Datum poročila |
|---|---|---|---|
| Selectquote Inc | 4.41% | 7 910 794 | 2026-06-30 |
| TD SYNNEX CORP | 2.53% | 2 021 764 | 2026-06-30 |
| SharkNinja, Inc. | 1.02% | 1 436 000 | 2026-06-30 |
| Babcock International Group… | — | 24 564 081 | 2025-06-12 |
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