TB
Tom Bancroft (Makaira Partners) disclosed reduced in HEICO CORP NEW
Tom Bancroft (Makaira Partners) filed a 13F change in HEICO CORP NEW (422806208) on 2026-02-11, covering period end 2025-12-31.
Action
Reduced
Capital
$548,026 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 2026-02-11 for period end 2025-12-31.
$127.9M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
70830104 BATH & BODY WORKS INC | Reduced | -$20.5M | $14.7M | 16.06% |
G3643J108 FLUTTER ENTMT PLC | Reduced | -$11.8M | $8.9M | 9.21% |
16119P108 CHARTER COMMUNICATIONS INC N | Reduced | -$10.9M | $34.2M | 8.51% |
80517M109 SAVERS VALUE VLG INC | Reduced | -$8.8M | $1.5M | 6.92% |
512816109 LAMAR ADVERTISING CO NEW | Reduced | -$5.6M | $15.2M | 4.40% |
77347300 BEL FUSE INC | Reduced | -$4.8M | $9.3M | 3.73% |
127203107 CACTUS INC | Reduced | -$3.9M | $6.5M | 3.08% |
53263P105 LIMBACH HLDGS INC | Increased | $2.9M | $8.0M | 2.26% |
12514G108 CDW CORP | Reduced | -$2.3M | $13.6M | 1.80% |
25754A201 DOMINOS PIZZA INC | Reduced | -$550,930 | $15.4M | 0.43% |
77347201 BEL FUSE CL A ORD | Sold out | -$465,516 | $0 | 0.36% |
422806208 HEICO CORP NEW | Reduced | -$3,603 | $548,026 | 0.00% |