TB
Tom Bancroft (Makaira Partners) disclosed reduced in LAMAR ADVERTISING CL A REIT
Tom Bancroft (Makaira Partners) filed a 13F change in LAMAR ADVERTISING CL A REIT (512816109) on 2025-05-14, covering period end 2025-03-31.
Action
Reduced
Capital
$25,516,303 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
14 changes from Tom Bancroft (Makaira Partners), filed 2025-05-14 for period end 2025-03-31.
$298.2M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
743315103 PROGRESSIVE ORD | Reduced | -$66.6M | $12.3M | 22.34% |
16119P108 CHARTER COMMUNICATIONS CL A ORD | Reduced | -$54.2M | $73.8M | 18.16% |
12514G108 CDW ORD | Reduced | -$41.7M | $24.9M | 13.99% |
512816109 LAMAR ADVERTISING CL A REIT | Reduced | -$39.1M | $25.5M | 13.10% |
70830104 BATH AND BODY WORKS ORD | Reduced | -$38.0M | $49.7M | 12.75% |
G3643J108 FLUTTER ENTERTAINMENT ORD | Reduced | -$27.7M | $23.6M | 9.29% |
25754A201 DOMINOS PIZZA ORD | Increased | $26.3M | $29.8M | 8.81% |
143130102 CARMAX ORD | Reduced | -$24.5M | $21.2M | 8.22% |
77347300 BEL FUSE CL B ORD | New | $18.4M | $18.4M | 6.17% |
127203107 CACTUS CL A ORD | Reduced | -$14.9M | $10.9M | 5.01% |
80517M109 SAVERS VALUE VILLAGE ORD | Reduced | -$13.6M | $7.4M | 4.56% |
530307305 LIBERTY BROADBAND SRS C ORD | Sold out | -$12.5M | $0 | 4.20% |
422806208 HEICO CL A ORD | Reduced | -$375,064 | $458,016 | 0.13% |
77347201 BEL FUSE CL A ORD | New | $288,312 | $288,312 | 0.10% |