Tom Bancroft – Makaira Partners Portfolio | DataHeimdall

Tom Bancroft

Makaira Partners·CIK 1540866

13

Positions

$328.7M

Portfolio Value

57

Quarters tracked

Q4 2025

Latest filing

Portfolio Allocation — Q2 2025

CHTR

BBWI

FLUT

DPZ

CDW

LAMR

BELFB

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	4.11%	43,323	$12,260,842	SOLD
2	KMX	CARMAX ORD	5.57%	272,203	$18,294,764