Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

12

Positions

$683.5M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2016

WAIR

IRM

CDW

VMI

QRTEAXXXX

ZBRA

VISN

CACC

MMS

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	VISN	COMMSCOPE HOLDING CO INC	6.99%	1,539,300	$47,764,000	NEW
2	CACC	CREDIT ACCEPTANCE CORP	5.55%	205,000	$37,941,000