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.
Latest Trades
| Company | Value | Action | Change | Price | Current Price |
|---|---|---|---|---|---|
| $15M734.4k shares | TrimQ4 2025 13F | $21M | $20.08 | $19.45 | |
| $8.9M41.4k shares | TrimQ4 2025 13F | $12M | $215.04 | -- | |
| $34M164k shares | TrimQ4 2025 13F | $11M | $208.75 | $133.64 | |
| $1.5M159.1k shares | TrimQ4 2025 13F | $8.8M | $9.34 | $8.48 | |
| $15M120k shares | TrimQ4 2025 13F | $5.6M | $125.17 | $156.10 | |
| $9.3M55k shares | TrimQ4 2025 13F | $4.8M | $169.63 | $280.13 | |
| $6.5M141.3k shares | TrimQ4 2025 13F | $3.9M | $45.68 | $60.64 | |
| $8.0M102.2k shares | AddQ4 2025 13F | $2.9M | $77.85 | $80.57 | |
| $14M100k shares | TrimQ4 2025 13F | $2.3M | $145.21 | $114.19 | |
| $15M37k shares | TrimQ4 2025 13F | $551k | $416.82 | $298.18 | |
| $-465.5K | ExitQ4 2025 13F | $466k | -- | $249.04 | |
| $548k2.2k shares | TrimQ4 2025 13F | $3.6k | $247.08 | $254.74 |