Tom Bancroft · Makaira Partners LLC
| Period: | Q1 2025 |
| Portfolio date: | Mar 31, 2025 |
| No. of stocks: | 13 |
| Portfolio value: | $298M |
Viewing historical Q1 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| CHTR · Charter Communications Inc. N | 24.73 | Reduce 46.36% | 200,162 | $368.53 | $73,765,702 | $154.86 | -57.98% | $154.70 | $437.06 |
| BBWI · Bath & Body Works Inc. | 16.66 | Reduce 27.56% | 1,639,039 | $30.32 | $49,695,662 | $19.73 | -34.93% | $14.28 | $34.66 |
| DPZ · Dominos Pizza Inc. | 10.01 | Reduce 53.07% | 64,964 | $459.45 | $29,847,710 | $323.48 | -29.59% | $321.27 | $499.08 |
| LAMR · Lamar Advertising Co. New | 8.56 | Reduce 57.73% | 224,260 | $113.78 | $25,516,303 | $157.93 | +38.80% | $113.05 | $158.69 |
| CDW · Cdw Corp. | 8.35 | Reduce 59.43% | 155,305 | $160.26 | $24,889,179 | $104.79 | -34.61% | $104.41 | $192.30 |
| FLUT · Flutter Entmt Plc | 7.91 | Reduce 46.37% | 106,422 | $221.55 | $23,577,794 | $101.19 | -54.33% | $97.94 | $313.69 |
| KMX · Carmax Inc. | 7.11 | Reduce 51.34% | 272,203 | $77.92 | $21,210,058 | $40.34 | -48.23% | $30.26 | $71.99 |
| BELFA · Bel Fuse Inc. | 6.17 | New | 245,999 | $74.86 | $18,415,485 | $265.37 | +254.49% | $62.78 | $272.70 |
| PGR · Progressive Corp. | 4.11 | Reduce 86.84% | 43,323 | $283.01 | $12,260,842 | $194.00 | -31.45% | $191.75 | $289.96 |
| WHD · Cactus Inc. | 3.64 | Reduce 46.37% | 237,030 | $45.83 | $10,863,085 | $54.14 | +18.13% | $33.20 | $59.25 |
| SVV · Savers Value Vlg Inc. | 2.50 | Reduce 47.49% | 1,078,437 | $6.90 | $7,441,215 | $8.06 | +16.81% | $6.91 | $13.89 |
| HEI · Heico Corp. New | 0.15 | Reduce 51.51% | 2,171 | $210.97 | $458,016 | $292.52 | +38.65% | $256.11 | $361.69 |
| BELFA · Bel Fuse Inc. | 0.10 | New | 4,001 | $72.06 | $288,312 | — | — | — | — |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
8 sectors represented
Whales with similar holdings to Tom Bancroft
Ranked by number of overlapping positions in current portfolios
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