Tom Bancroft

Makaira Partners·CIK 1540866

11

Positions

$548.4M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2021

LBRDK

BBWI

CDW

ZBRA

KMX

ATVI

PGR

VSCO

QVCGAXXXX

WHD

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	ATVI	ACTIVISION BLIZZARD INC	9.71%	800,000	$53,224,000	NEW
2	PGR	PROGRESSIVE CORP	8.30%	443,203	$45,495,000

Tom Bancroft – Makaira Partners Portfolio | DataHeimdall