Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

9

Positions

$434.5M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2020

LBRDK

LB

QVCGAXXXX

ZBRA

KMX

CDW

CDK

HEIA

WHD

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	GLIBA	GCI LIBERTY INC - CLASS A	12.06%	532,492	$43,643,000	SOLD
2	LB	L BRANDS INC	15.82%	1,848,654	$68,751,000