Tom Bancroft · Makaira Partners LLC
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 11 |
| Portfolio value: | $128M |
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| CHTR · Charter Communications Inc. N | 26.77 | 164,000 | $208.75 | $34,235,000 | $154.86 | -25.82% | $154.70 | $437.06 | |
| DPZ · Dominos Pizza Inc. | 12.06 | 37,000 | $416.82 | $15,422,340 | $323.48 | -22.39% | $321.27 | $499.08 | |
| LAMR · Lamar Advertising Co. New | 11.88 | Reduce 29.41% | 120,000 | $126.58 | $15,189,600 | $157.93 | +24.77% | $113.05 | $158.69 |
| BBWI · Bath & Body Works Inc. | 11.53 | Reduce 46.40% | 734,355 | $20.08 | $14,745,848 | $19.73 | -1.74% | $14.28 | $34.66 |
| CDW · Cdw Corp. | 10.65 | 100,000 | $136.20 | $13,620,000 | $104.79 | -23.06% | $104.41 | $192.30 | |
| BELFA · Bel Fuse Inc. | 7.29 | Reduce 45.00% | 55,000 | $169.63 | $9,329,650 | $265.37 | +56.44% | $62.78 | $272.70 |
| FLUT · Flutter Entmt Plc | 6.96 | Reduce 49.13% | 41,422 | $215.04 | $8,907,387 | $101.19 | -52.94% | $97.94 | $313.69 |
| LMB · Limbach Hldgs Inc. | 6.22 | Add 95.71% | 102,239 | $77.85 | $7,959,306 | $71.67 | -7.94% | $65.08 | $154.05 |
| WHD · Cactus Inc. | 5.05 | Reduce 46.36% | 141,286 | $45.68 | $6,453,944 | $54.14 | +18.52% | $33.20 | $59.25 |
| SVV · Savers Value Vlg Inc. | 1.16 | Reduce 79.60% | 159,110 | $9.34 | $1,486,087 | $8.06 | -13.70% | $6.91 | $13.89 |
| HEI · Heico Corp. New | 0.43 | 2,171 | $252.43 | $548,026 | $292.52 | +15.88% | $256.11 | $361.69 |
* 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
6 sectors represented
Whales with similar holdings to Tom Bancroft
Ranked by number of overlapping positions in current portfolios
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