Tom Bancroft · Makaira Partners LLC
| Period: | Q3 2025 |
| Portfolio date: | Sep 30, 2025 |
| No. of stocks: | 12 |
| Portfolio value: | $195M |
Viewing historical Q3 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 | 23.17 | Reduce 18.07% | 164,000 | $275.11 | $45,117,220 | $154.86 | -43.71% | $154.70 | $437.06 |
| BBWI · Bath & Body Works Inc. | 18.12 | Reduce 25.50% | 1,370,000 | $25.76 | $35,291,200 | $19.73 | -23.41% | $14.28 | $34.66 |
| LAMR · Lamar Advertising Co. New | 10.69 | Reduce 24.20% | 170,000 | $122.42 | $20,811,400 | $157.93 | +29.01% | $113.05 | $158.69 |
| FLUT · Flutter Entmt Plc | 10.62 | Reduce 23.49% | 81,422 | $254.00 | $20,681,188 | $101.19 | -60.16% | $97.94 | $313.69 |
| DPZ · Dominos Pizza Inc. | 8.20 | Reduce 43.05% | 37,000 | $431.71 | $15,973,270 | $323.48 | -25.07% | $321.27 | $499.08 |
| CDW · Cdw Corp. | 8.18 | Reduce 35.61% | 100,000 | $159.28 | $15,928,000 | $104.79 | -34.21% | $104.41 | $192.30 |
| BELFA · Bel Fuse Inc. | 7.24 | Reduce 59.35% | 100,000 | $141.02 | $14,102,000 | $265.37 | +88.18% | $62.78 | $272.70 |
| WHD · Cactus Inc. | 5.34 | Reduce 26.22% | 263,409 | $39.47 | $10,396,753 | $54.14 | +37.17% | $33.20 | $59.25 |
| SVV · Savers Value Vlg Inc. | 5.31 | Reduce 27.67% | 780,000 | $13.25 | $10,335,000 | $8.06 | -39.17% | $6.91 | $13.89 |
| LMB · Limbach Hldgs Inc. | 2.61 | 52,239 | $97.12 | $5,073,452 | $71.67 | -26.20% | $65.08 | $154.05 | |
| HEI · Heico Corp. New | 0.28 | 2,171 | $254.09 | $551,629 | $292.52 | +15.12% | $256.11 | $361.69 | |
| BELFA · Bel Fuse Inc. | 0.24 | 4,001 | $116.35 | $465,516 | — | — | — | — |
* 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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Ranked by number of overlapping positions in current portfolios
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