TB
Tom Bancroft (Makaira Partners) disclosed reduced in BATH AND BODY WORKS ORD
Tom Bancroft (Makaira Partners) filed a 13F change in BATH AND BODY WORKS ORD (70830104) on 2024-11-14, covering period end 2024-09-30.
Action
Reduced
Capital
$73,502,376 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
12 changes from Tom Bancroft (Makaira Partners), filed 2024-11-14 for period end 2024-09-30.
$777.7M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G3643J108 FLUTTER ENTERTAINMENT ORD | New | $47.3M | $47.3M | 6.08% |
70830104 BATH AND BODY WORKS ORD | Reduced | -$21.1M | $73.5M | 2.71% |
25754A201 DOMINOS PIZZA ORD | Reduced | -$17.9M | $68.4M | 2.31% |
512816109 LAMAR ADVERTISING CL A REIT | Reduced | -$11.7M | $96.0M | 1.50% |
530307305 LIBERTY BROADBAND SRS C ORD | Increased | $7.2M | $30.1M | 0.92% |
16119P108 CHARTER COMMUNICATIONS CL A ORD | Increased | $4.8M | $116.2M | 0.62% |
12514G108 CDW ORD | Reduced | -$3.5M | $87.0M | 0.45% |
80517M109 SAVERS VALUE VILLAGE ORD | Reduced | -$3.3M | $24.1M | 0.43% |
127203107 CACTUS CL A ORD | Increased | $2.4M | $28.7M | 0.30% |
743315103 PROGRESSIVE ORD | Increased | $2.1M | $153.2M | 0.27% |
143130102 CARMAX ORD | Increased | $444,094 | $52.2M | 0.06% |
422806208 HEICO CL A ORD | Increased | $88,186 | $912,234 | 0.01% |