Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

9

Positions

$442.8M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2022

LBRDK

ATVI

KMX

PGR

CDW

BBWI

ZBRA

LAMR

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	LAMR	LAMAR ADVERTISING CO-A	2.78%	140,000	$12,316,000	NEW
2	KMX	CARMAX INC	12.43%	608,377	$55,046,000