Tom Bancroft

Makaira Partners

Tom Bancroft (Makaira Partners) is tracked through public portfolio filings, disclosed holdings, and institutional investment activity. This Tom Bancroft (Makaira Partners) portfolio page tracks Makaira Partners holdings, stock picks, latest portfolio moves, and historical 13F filing changes so readers can see which public companies Makaira Partners owns and how disclosed positions change over time. Tom Bancroft (Makaira Partners)'s public portfolio can help investors study position sizing, sector exposure, concentration, new buys, trims, exits, and the market themes behind reported capital allocation decisions. Top disclosed holdings and portfolio changes shown on this page include Bath & Body Works Inc (BBWI), Unmapped 13F security (PORTFOLIO), Charter Communications Inc (CHTR), Savers Value Village, Inc. (SVV), and Lamar Advertising Company - Class A (LAMR). Investors use Makaira Partners 13F filings to study portfolio concentration, new buys, trims, exits, sector exposure, and the market evidence behind the latest disclosed holdings.

History Trades

CompanyValueActionChangePriceCurrent Price
Charter Communications IncCHTR$-36.7MTrimQ3 2025 13F$37M--$133.64
Bath & Body Works IncBBWI$-19.8MTrimQ3 2025 13F$20M--$19.45
CarMax IncKMX$-18.3MExitQ3 2025 13F$18M$61.38$47.50
Domino's Pizza IncDPZ$-13.3MTrimQ3 2025 13F$13M--$298.18
CDW CorpCDW$-11.8MTrimQ3 2025 13F$12M--$114.19
BEL FUSE INCBELFB$-9.9MTrimQ3 2025 13F$9.9M--$280.13
Tom Bancroft (Makaira Partners) trim Unmapped 13F securityPORTFOLIO$21M81.4k sharesTrimQ3 2025 13F$9.7M$254.00--
Lamar Advertising Company - Class ALAMR$-6.4MTrimQ3 2025 13F$6.4M$124.23$156.10
Cactus, Inc.WHD$-5.2MTrimQ3 2025 13F$5.2M--$60.64
Limbach Holdings, Inc.LMB$-2.2MTrimQ3 2025 13F$2.2M--$80.57
Savers Value Village, Inc.SVV$-665.1KTrimQ3 2025 13F$665k--$8.48
Bel Fuse Inc.BELFA$106.0KAddQ3 2025 13F$106k--$249.04
HEICO CorporationHEI-A$-10.1KTrimQ3 2025 13F$10k$249.95$254.74
The Progressive CorpPGR$-12.3MExitQ2 2025 13F$12M$274.25$215.69
Charter Communications IncCHTR$8.1MAddQ2 2025 13F$8.1M--$133.64
Limbach Holdings, Inc.LMB$7.3MOtherQ2 2025 13F$7.3M--$80.57
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$30M106.4k sharesAddQ2 2025 13F$6.8M$285.76--
BEL FUSE INCBELFB$5.6MAddQ2 2025 13F$5.6M--$280.13
Bath & Body Works IncBBWI$5.4MAddQ2 2025 13F$5.4M--$19.45
Cactus, Inc.WHD$4.7MAddQ2 2025 13F$4.7M--$60.64
Savers Value Village, Inc.SVV$3.6MAddQ2 2025 13F$3.6M--$8.48
CarMax IncKMX$-2.9MTrimQ2 2025 13F$2.9M--$47.50
CDW CorpCDW$2.8MAddQ2 2025 13F$2.8M--$114.19
Lamar Advertising Company - Class ALAMR$1.7MAddQ2 2025 13F$1.7M$115.97$156.10
Domino's Pizza IncDPZ$-574.9KTrimQ2 2025 13F$575k--$298.18
HEICO CorporationHEI-A$103.7KAddQ2 2025 13F$104k$218.76$254.74
Bel Fuse Inc.BELFA$71.2KAddQ2 2025 13F$71k--$249.04
The Progressive CorpPGR$-66.6MTrimQ1 2025 13F$67M$261.55$215.69
Charter Communications IncCHTR$-54.2MTrimQ1 2025 13F$54M--$133.64
CDW CorpCDW$-41.7MTrimQ1 2025 13F$42M--$114.19
Lamar Advertising Company - Class ALAMR$-39.1MTrimQ1 2025 13F$39M$121.77$156.10
Bath & Body Works IncBBWI$-38.0MTrimQ1 2025 13F$38M--$19.45
Domino's Pizza IncDPZ$-28.3MTrimQ1 2025 13F$28M--$298.18
Tom Bancroft (Makaira Partners) trim Unmapped 13F securityPORTFOLIO$24M106.4k sharesTrimQ1 2025 13F$28M$221.55--
CarMax IncKMX$-24.5MTrimQ1 2025 13F$25M--$47.50
BEL FUSE INCBELFB$18.4MOtherQ1 2025 13F$18M--$280.13
Cactus, Inc.WHD$-14.9MTrimQ1 2025 13F$15M--$60.64
Savers Value Village, Inc.SVV$-13.6MTrimQ1 2025 13F$14M--$8.48
Liberty Broadband CorpLBRDK$-12.5MExitQ1 2025 13F$13M--$34.43
HEICO CorporationHEI-A$-375.1KTrimQ1 2025 13F$375k$193.77$254.74
Bel Fuse Inc.BELFA$288.3KOtherQ1 2025 13F$288k--$249.04
The Progressive CorpPGR$-74.3MTrimQ4 2024 13F$74M$251.74$215.69
Lamar Advertising Company - Class ALAMR$-31.5MTrimQ4 2024 13F$31M$130.70$156.10
CDW CorpCDW$-20.4MTrimQ4 2024 13F$20M--$114.19
Liberty Broadband CorpLBRDK$-17.6MTrimQ4 2024 13F$18M--$34.43
Bath & Body Works IncBBWI$14.2MAddQ4 2024 13F$14M--$19.45
Charter Communications IncCHTR$11.7MAddQ4 2024 13F$12M--$133.64
Domino's Pizza IncDPZ$-10.3MTrimQ4 2024 13F$10M--$298.18
CarMax IncKMX$-6.4MTrimQ4 2024 13F$6.4M--$47.50
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$51M198.4k sharesAddQ4 2024 13F$4.0M$258.45--
Showing 1-50 of 76
Tom Bancroft History Trades | TradingNote