Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

8

Positions

$112.9M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2012

WU

QRTEAXXXX

TWC

IRMXXXX

CXWXXXX

LOW

CVA

CPLA

Portfolio Value Over Time

Holdings Qtr Buys Qtr Sells

Quarter:

Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023 Q3 2023 Q2 2023 Q1 2023

#	Ticker	Company	Weight	Shares	Value	Change
1	LOW	LOWES COS INC	10.30%	408,884	$11,629,000	▼ -4%
2	CXWXXXX	CORRECTIONS CORP AMER NEW COM	11.62%	445,517	$13,120,000