Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

10

Positions

$828.7M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q1 2024

PGR

BBWI

CDW

CHTR

LAMR

KMX

DPZ

LBRDK

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	LBRDK	LIBERTY BROADBAND SRS C ORD	2.93%	423,914	$24,260,598	▼ -7%
2	ZBRA	ZEBRA TECHNOLOGIES CL A ORD	1.45%	40,381	$11,037,339