Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

11

Positions

$566.5M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2014

WAIR

QRTEAXXXX

CDW

VRSN

CVA

IRMXXXX

CXWXXXX

CPLA

VMI

LVNTB

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	TWC	TIME WARNER CABLE INC	4.27%	170,513	$24,467,000	SOLD
2	IRMXXXX	IRON MTN INC	9.57%	1,402,658	$54,227,000