TB
Tom Bancroft (Makaira Partners) disclosed reduced in HEICO CL A ORD
Tom Bancroft (Makaira Partners) filed a 13F change in HEICO CL A ORD (422806208) on 2025-02-14, covering period end 2024-12-31.
Action
Reduced
Capital
$833,080 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 2025-02-14 for period end 2024-12-31.
$586.5M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
743315103 PROGRESSIVE ORD | Reduced | -$74.3M | $78.9M | 12.66% |
25754A201 DOMINOS PIZZA ORD | Reduced | -$64.9M | $3.6M | 11.06% |
512816109 LAMAR ADVERTISING CL A REIT | Reduced | -$31.5M | $64.6M | 5.36% |
12514G108 CDW ORD | Reduced | -$20.4M | $66.6M | 3.48% |
530307305 LIBERTY BROADBAND SRS C ORD | Reduced | -$17.6M | $12.5M | 2.99% |
70830104 BATH AND BODY WORKS ORD | Increased | $14.2M | $87.7M | 2.42% |
16119P108 CHARTER COMMUNICATIONS CL A ORD | Increased | $11.7M | $127.9M | 1.99% |
143130102 CARMAX ORD | Reduced | -$6.4M | $45.7M | 1.10% |
G3643J108 FLUTTER ENTERTAINMENT ORD | Increased | $4.0M | $51.3M | 0.68% |
80517M109 SAVERS VALUE VILLAGE ORD | Reduced | -$3.0M | $21.1M | 0.52% |
127203107 CACTUS CL A ORD | Reduced | -$2.9M | $25.8M | 0.50% |
422806208 HEICO CL A ORD | Reduced | -$79,154 | $833,080 | 0.01% |