Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

11

Positions

$771.0M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2024

PGR

CHTR

LAMR

BBWI

CDW

DPZ

KMX

SVV

WHD

LBRDK

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	KMX	CARMAX ORD	6.71%	705,214	$51,720,395	▼ -5.6%
2	BBWI	BATH AND BODY WORKS ORD	12.26%	2,421,353	$94,553,835