Tom Bancroft · Makaira Partners LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 13 |
| Portfolio value: | $329M |
Viewing historical Q2 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 | 24.89 | 200,162 | $408.81 | $81,828,227 | $154.86 | -62.12% | $154.70 | $437.06 | |
| BBWI · Bath & Body Works Inc. | 16.76 | Add 12.20% | 1,839,039 | $29.96 | $55,097,608 | $19.73 | -34.15% | $14.28 | $34.66 |
| FLUT · Flutter Entmt Plc | 9.25 | 106,422 | $285.76 | $30,411,151 | $101.19 | -64.59% | $97.94 | $313.69 | |
| DPZ · Dominos Pizza Inc. | 8.90 | 64,964 | $450.60 | $29,272,778 | $323.48 | -28.21% | $321.27 | $499.08 | |
| CDW · Cdw Corp. | 8.44 | 155,305 | $178.59 | $27,735,920 | $104.79 | -41.32% | $104.41 | $192.30 | |
| LAMR · Lamar Advertising Co. New | 8.28 | 224,260 | $121.36 | $27,216,194 | $157.93 | +30.13% | $113.05 | $158.69 | |
| BELFA · Bel Fuse Inc. | 7.31 | 245,999 | $97.69 | $24,031,642 | $265.37 | +171.65% | $62.78 | $272.70 | |
| KMX · Carmax Inc. | 5.57 | 272,203 | $67.21 | $18,294,764 | $40.34 | -39.98% | $30.26 | $71.99 | |
| WHD · Cactus Inc. | 4.75 | Add 50.63% | 357,030 | $43.72 | $15,609,352 | $54.14 | +23.83% | $33.20 | $59.25 |
| SVV · Savers Value Vlg Inc. | 3.35 | 1,078,437 | $10.20 | $11,000,057 | $8.06 | -20.98% | $6.91 | $13.89 | |
| LMB · Limbach Hldgs Inc. | 2.23 | New | 52,239 | $140.10 | $7,318,684 | $71.67 | -48.84% | $65.08 | $154.05 |
| HEI · Heico Corp. New | 0.17 | 2,171 | $258.75 | $561,746 | $292.52 | +13.05% | $256.11 | $361.69 | |
| BELFA · Bel Fuse Inc. | 0.11 | 4,001 | $89.85 | $359,490 | — | — | — | — |
* 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
7 sectors represented
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