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.

Biggest Losses

PositionReported PriceCurrent PriceEst. P/LReturnEst. Value
Charter Communications IncCHTR · Q4 2025$208.75$133.64-$12M-36.0%$22M
Domino's Pizza IncDPZ · Q4 2025$416.82$298.18-$4.4M-28.5%$11M
CDW CorpCDW · Q4 2025$136.20$114.19-$2.2M-16.2%$11M
Savers Value Village, Inc.SVV · Q4 2025$9.34$8.48-$137k-9.21%$1.3M
Bath & Body Works IncBBWI · Q4 2025$20.08$19.45-$463k-3.14%$14M