Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

12

Positions

$641.1M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q4 2024

CHTR

BBWI

PGR

CDW

LAMR

DPZ

FLUT

KMX

WHD

SVV

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	PGR	PROGRESSIVE ORD	12.31%	329,243	$78,889,915	▼ -7.4%
2	LAMR	LAMAR ADVERTISING CL A REIT	10.07%	530,483	$64,581,000