Abrams Bison Investments
Abrams Bison InvestmentsAbrams Bison Investments13F · 15 May 2026
持仓 11前十集中度 100%本季新建/加仓 6减持/清仓 2
135.4%新建仓218.2%加仓310.4%减持46.6%加仓56.1%加仓65.2%加仓75.1%持有85.0%新建仓94.4%持有103.4%减持110.2%持有
SUNBSunbelt Rentals Holdings Inc均 55
SNXSYNNEX Corp.均 40
AMATApplied Materials均 74
SNSharkninja Inc均 55
URBNUrban Outfitters Inc.均 49
TFXTeleflex均 44
NYTNew York Times CL A均 59
BFAMBright Horizons Family Solutions Inc.均 51
ACHCAcadia Healthcare Co.均 38
COFCapital One Financial均 55
SLQTSelectquote Inc.均 24
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。