Tom Bancroft - Makaira Partners

History Stock Activity Share change % change to portfolio ▼
Q1  2026
≡ CHTR - Charter Communications Sell 100.00% 164,000 26.77
≡ DPZ - Dominos Pizza Inc. Sell 100.00% 37,000 12.06
≡ LAMR - Lamar Advertising Co. Sell 100.00% 120,000 11.88
≡ BBWI - Bath & Body Works Inc. Sell 100.00% 734,355 11.53
≡ CDW - CDW Corp. Sell 100.00% 100,000 10.65
≡ BELFB - Bel Fuse Inc. CL B Sell 100.00% 55,000 7.29
≡ FLUT - Flutter Entertainment Plc Sell 100.00% 41,422 6.96
≡ LMB - Limbach Holdings Inc. Sell 100.00% 102,239 6.22
≡ WHD - Cactus Inc. Sell 100.00% 141,286 5.05
≡ SVV - Savers Value Village Inc Sell 100.00% 159,110 1.16
≡ HEI.A - HEICO Corp. CL A Sell 100.00% 2,171 0.43
Q4  2025
≡ BBWI - Bath & Body Works Inc. Reduce 46.40% 635,645 9.98
≡ FLUT - Flutter Entertainment Plc Reduce 49.13% 40,000 6.72
≡ BELFB - Bel Fuse Inc. CL B Reduce 45.00% 45,000 5.96
≡ LAMR - Lamar Advertising Co. Reduce 29.41% 50,000 4.95
≡ SVV - Savers Value Village Inc Reduce 79.60% 620,890 4.53
≡ WHD - Cactus Inc. Reduce 46.36% 122,123 4.37
≡ LMB - Limbach Holdings Inc. Add 95.71% 50,000 3.04
≡ BELFA - Bel Fuse Inc. CL A Sell 100.00% 4,001 0.24
Q3  2025
≡ BELFB - Bel Fuse Inc. CL B Reduce 59.35% 145,999 10.57
≡ BBWI - Bath & Body Works Inc. Reduce 25.50% 469,039 6.20
≡ DPZ - Dominos Pizza Inc. Reduce 43.05% 27,964 6.20
≡ KMX - CarMax Inc. Sell 100.00% 272,203 5.57
≡ CHTR - Charter Communications Reduce 18.07% 36,162 5.11
≡ CDW - CDW Corp. Reduce 35.61% 55,305 4.52
≡ LAMR - Lamar Advertising Co. Reduce 24.20% 54,260 3.41
≡ FLUT - Flutter Entertainment Plc Reduce 23.49% 25,000 3.26
≡ SVV - Savers Value Village Inc Reduce 27.67% 298,437 2.03
≡ WHD - Cactus Inc. Reduce 26.22% 93,621 1.90
Q2  2025
≡ PGR - Progressive Corp. Sell 100.00% 43,323 4.11
≡ LMB - Limbach Holdings Inc. Buy 52,239 2.23
≡ BBWI - Bath & Body Works Inc. Add 12.20% 200,000 1.82
≡ WHD - Cactus Inc. Add 50.63% 120,000 1.60
Q1  2025
≡ PGR - Progressive Corp. Reduce 86.84% 285,920 27.12
≡ CHTR - Charter Communications Reduce 46.36% 173,029 21.38
≡ CDW - CDW Corp. Reduce 59.43% 227,493 12.23
≡ LAMR - Lamar Advertising Co. Reduce 57.73% 306,223 11.69
≡ DPZ - Dominos Pizza Inc. Reduce 53.07% 73,475 11.32
≡ KMX - CarMax Inc. Reduce 51.34% 287,181 7.50
≡ FLUT - Flutter Entertainment Plc Reduce 46.37% 92,013 6.84
≡ BBWI - Bath & Body Works Inc. Reduce 27.56% 623,467 6.34
≡ BELFB - Bel Fuse Inc. CL B Buy 245,999 6.17
≡ WHD - Cactus Inc. Reduce 46.37% 204,934 3.15
≡ SVV - Savers Value Village Inc Reduce 47.49% 975,493 2.26
≡ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 167,681 1.96
≡ HEI.A - HEICO Corp. CL A Reduce 51.51% 2,306 0.16
≡ BELFA - Bel Fuse Inc. CL A Buy 4,001 0.10
Q4  2024
≡ PGR - Progressive Corp. Reduce 45.45% 274,360 10.26
≡ LAMR - Lamar Advertising Co. Reduce 26.21% 188,415 3.58
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 56.93% 221,635 2.59
≡ KMX - CarMax Inc. Reduce 17.02% 114,750 1.46
≡ DPZ - Dominos Pizza Inc. Reduce 13.00% 20,690 1.35
≡ CHTR - Charter Communications Add 4.05% 14,510 0.78
≡ SVV - Savers Value Village Inc Reduce 10.31% 236,000 0.38
≡ WHD - Cactus Inc. Reduce 8.11% 39,010 0.35
≡ BBWI - Bath & Body Works Inc. Reduce 1.75% 40,200 0.24
≡ CDW - CDW Corp. Reduce 0.46% 1,762 0.05
≡ FLUT - Flutter Entertainment Plc Reduce 0.44% 885 0.04
Q3  2024
≡ FLUT - Flutter Entertainment Plc Buy 199,320 6.08
≡ PGR - Progressive Corp. Reduce 17.02% 123,828 4.04
≡ LAMR - Lamar Advertising Co. Reduce 20.24% 182,473 3.13
≡ CHTR - Charter Communications Reduce 3.78% 14,088 0.59
≡ CDW - CDW Corp. Reduce 4.91% 19,838 0.58
≡ BBWI - Bath & Body Works Inc. Reduce 4.90% 118,647 0.49
≡ DPZ - Dominos Pizza Inc. Reduce 4.90% 8,200 0.45
≡ KMX - CarMax Inc. Reduce 4.41% 31,080 0.31
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 6.85% 28,619 0.28
≡ WHD - Cactus Inc. Reduce 3.72% 18,607 0.14
≡ SVV - Savers Value Village Inc Add 2.23% 49,930 0.07
≡ HEI.A - HEICO Corp. CL A Reduce 3.55% 165 0.00
Q2  2024
≡ KMX - CarMax Inc. Reduce 39.87% 467,541 4.45
≡ SVV - Savers Value Village Inc Buy 2,240,000 3.56
≡ WHD - Cactus Inc. Add 399.58% 399,581 2.74
≡ CDW - CDW Corp. Reduce 8.82% 39,106 1.14
≡ PGR - Progressive Corp. Reduce 2.14% 15,884 0.43
≡ CHTR - Charter Communications Reduce 2.14% 8,153 0.32
≡ LAMR - Lamar Advertising Co. Reduce 2.14% 19,721 0.31
≡ BBWI - Bath & Body Works Inc. Reduce 2.14% 52,999 0.27
≡ DPZ - Dominos Pizza Inc. Reduce 2.14% 3,662 0.25
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 1.41% 5,979 0.04
≡ HEI.A - HEICO Corp. CL A Reduce 0.68% 32 0.00
Q1  2024
≡ CHTR - Charter Communications Add 135.23% 218,987 7.68
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 54.69% 511,771 3.54
≡ CDW - CDW Corp. Reduce 18.71% 102,071 3.15
≡ ZBRA - Zebra Technologies Corp. Sell 100.00% 40,381 1.45
≡ PGR - Progressive Corp. Reduce 6.86% 54,748 1.37
≡ BBWI - Bath & Body Works Inc. Reduce 8.29% 223,777 1.35
≡ LAMR - Lamar Advertising Co. Add 7.04% 60,612 0.87
≡ KMX - CarMax Inc. Add 7.05% 77,267 0.81
≡ DPZ - Dominos Pizza Inc. Add 7.05% 11,261 0.68
≡ WHD - Cactus Inc. Buy 100,000 0.60
≡ HEI.A - HEICO Corp. CL A Add 10.05% 427 0.01
Q4  2023
≡ ATVI - Activision Blizzard Inc. Sell 100.00% 976,584 11.92
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 46.13% 801,173 8.51
≡ CHTR - Charter Communications Buy 161,935 8.29
≡ LAMR - Lamar Advertising Co. Add 13.72% 103,818 1.45
≡ BBWI - Bath & Body Works Inc. Add 8.01% 200,000 1.14
Q3  2023
≡ ATVI - Activision Blizzard Inc. Reduce 15.51% 179,320 2.19
≡ LAMR - Lamar Advertising Co. Add 31.70% 182,111 1.98
≡ LBRDK - Liberty Broadband Corp. CL C Add 2.08% 35,425 0.42