Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

9

Positions

$498.3M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2014

WAIR

CDW

QRTEAXXXX

CVA

IRMXXXX

CXWXXXX

CPLA

TWC

VMI

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	VMI	VALMONT INDUSTRIES INC	2.67%	100,000	$14,884,000	NEW
2	CDW	CDW CORP	16.30%	3,314,988	$90,963,000