Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

9

Positions

$473.3M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2021

LBRDK

LB

KMX

ZBRA

CDW

QVCGAXXXX

CDK

WHD

HEIA

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	QVCGAXXXX	QURATE RETAIL INC - SERIES A	10.01%	4,029,916	$47,392,000	▼ -2.7%
2	LBRDK	LIBERTY BROADBAND - C	29.17%	919,556	$138,071,000