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 2025-11-14, covering period end 2025-09-30.
Action
Reduced
Capital
$35,291,200 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
13 changes from Tom Bancroft (Makaira Partners), filed 2025-11-14 for period end 2025-09-30.
$194.7M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
16119P108 CHARTER COMMUNICATIONS CL A ORD | Reduced | -$36.7M | $45.1M | 18.85% |
70830104 BATH AND BODY WORKS ORD | Reduced | -$19.8M | $35.3M | 10.17% |
143130102 CARMAX ORD | Sold out | -$18.3M | $0 | 9.40% |
25754A201 DOMINOS PIZZA ORD | Reduced | -$13.3M | $16.0M | 6.83% |
12514G108 CDW ORD | Reduced | -$11.8M | $15.9M | 6.06% |
77347300 BEL FUSE CL B ORD | Reduced | -$9.9M | $14.1M | 5.10% |
G3643J108 FLUTTER ENTERTAINMENT ORD | Reduced | -$9.7M | $20.7M | 5.00% |
512816109 LAMAR ADVERTISING CL A REIT | Reduced | -$6.4M | $20.8M | 3.29% |
127203107 CACTUS CL A ORD | Reduced | -$5.2M | $10.4M | 2.68% |
53263P105 LIMBACH HOLDINGS ORD | Reduced | -$2.2M | $5.1M | 1.15% |
80517M109 SAVERS VALUE VILLAGE ORD | Reduced | -$665,057 | $10.3M | 0.34% |
77347201 BEL FUSE CL A ORD | Increased | $106,026 | $465,516 | 0.05% |
422806208 HEICO CL A ORD | Reduced | -$10,117 | $551,629 | 0.01% |