Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

11

Positions

$285.2M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2013

WU

QRTEAXXXX

CVA

IRMXXXX

TWC

VRSN

CXWXXXX

LOW

CPLA

LVNTA

Others

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	VRSN	VERISIGN, INC.	8.21%	495,680	$23,431,000	NEW
2	TWC	TIME WARNER CABLE INC	8.89%	263,944	$25,354,000