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
Savers Value Village, Inc.SVV$-3.0MTrimQ4 2024 13F$3.0M--$8.48
Cactus, Inc.WHD$-2.9MTrimQ4 2024 13F$2.9M--$60.64
HEICO CorporationHEI-A$-79.2KTrimQ4 2024 13F$79k$201.62$254.74
Tom Bancroft (Makaira Partners) other Unmapped 13F securityPORTFOLIO$47M199.3k sharesOtherQ3 2024 13F$47M$237.28--
Bath & Body Works IncBBWI$-21.1MTrimQ3 2024 13F$21M--$19.45
Domino's Pizza IncDPZ$-17.9MTrimQ3 2024 13F$18M--$298.18
Lamar Advertising Company - Class ALAMR$-11.7MTrimQ3 2024 13F$12M$122.12$156.10
Liberty Broadband CorpLBRDK$7.2MAddQ3 2024 13F$7.2M--$34.43
Charter Communications IncCHTR$4.8MAddQ3 2024 13F$4.8M--$133.64
CDW CorpCDW$-3.5MTrimQ3 2024 13F$3.5M--$114.19
Savers Value Village, Inc.SVV$-3.3MTrimQ3 2024 13F$3.3M--$8.48
Cactus, Inc.WHD$2.4MAddQ3 2024 13F$2.4M--$60.64
The Progressive CorpPGR$2.1MAddQ3 2024 13F$2.1M$232.50$215.69
CarMax IncKMX$444.1KAddQ3 2024 13F$444k--$47.50
HEICO CorporationHEI-A$88.2KAddQ3 2024 13F$88k$189.58$254.74
CarMax IncKMX$-50.4MTrimQ2 2024 13F$50M--$47.50
Bath & Body Works IncBBWI$-29.2MTrimQ2 2024 13F$29M--$19.45
Savers Value Village, Inc.SVV$27.4MOtherQ2 2024 13F$27M--$8.48
CDW CorpCDW$-22.9MTrimQ2 2024 13F$23M--$114.19
Cactus, Inc.WHD$21.3MAddQ2 2024 13F$21M--$60.64
The Progressive CorpPGR$-2.6MTrimQ2 2024 13F$2.6M$209.31$215.69
Lamar Advertising Company - Class ALAMR$-2.2MTrimQ2 2024 13F$2.2M$116.37$156.10
Domino's Pizza IncDPZ$1.4MAddQ2 2024 13F$1.4M--$298.18
Liberty Broadband CorpLBRDK$-1.3MTrimQ2 2024 13F$1.3M--$34.43
Charter Communications IncCHTR$735.7KAddQ2 2024 13F$736k--$133.64
HEICO CorporationHEI-A$104.5KAddQ2 2024 13F$105k$168.95$254.74
Showing 51-76 of 76