Tom Bancroft - Makaira Partners

History Stock Activity Share change % change to portfolio ▲
Q3  2024
≡ SVV - Savers Value Village Inc Add 2.23% 49,930 0.07
≡ FLUT - Flutter Entertainment Plc Buy 199,320 6.08
Q2  2024
≡ WHD - Cactus Inc. Add 399.58% 399,581 2.74
≡ SVV - Savers Value Village Inc Buy 2,240,000 3.56
Q1  2024
≡ HEI.A - HEICO Corp. CL A Add 10.05% 427 0.01
≡ WHD - Cactus Inc. Buy 100,000 0.60
≡ DPZ - Dominos Pizza Inc. Add 7.05% 11,261 0.68
≡ KMX - CarMax Inc. Add 7.05% 77,267 0.81
≡ LAMR - Lamar Advertising Co. Add 7.04% 60,612 0.87
≡ CHTR - Charter Communications Add 135.23% 218,987 7.68
Q4  2023
≡ BBWI - Bath & Body Works Inc. Add 8.01% 200,000 1.14
≡ LAMR - Lamar Advertising Co. Add 13.72% 103,818 1.45
≡ CHTR - Charter Communications Buy 161,935 8.29
Q3  2023
≡ ZBRA - Zebra Technologies Corp. Add 2.20% 870 0.03
≡ DPZ - Dominos Pizza Inc. Add 2.08% 3,260 0.16
≡ KMX - CarMax Inc. Add 2.08% 22,345 0.21
≡ CDW - CDW Corp. Add 2.08% 11,130 0.29
≡ PGR - Progressive Corp. Add 2.08% 16,280 0.30
≡ LBRDK - Liberty Broadband Corp. CL C Add 2.08% 35,425 0.42
≡ LAMR - Lamar Advertising Co. Add 31.70% 182,111 1.98
Q2  2023
≡ HEI.A - HEICO Corp. CL A Add 1.19% 50 0.00
≡ DPZ - Dominos Pizza Inc. Add 1.79% 2,750 0.13
≡ LAMR - Lamar Advertising Co. Add 1.80% 10,140 0.14
≡ KMX - CarMax Inc. Add 1.80% 18,970 0.21
≡ ATVI - Activision Blizzard Inc. Add 1.80% 20,400 0.23
≡ CDW - CDW Corp. Add 1.80% 9,470 0.24
≡ PGR - Progressive Corp. Add 1.80% 13,830 0.25
≡ LBRDK - Liberty Broadband Corp. CL C Add 1.79% 30,000 0.33
≡ BBWI - Bath & Body Works Inc. Add 4.59% 110,383 0.55
Q1  2023
≡ BBWI - Bath & Body Works Inc. Add 0.42% 10,160 0.05
≡ LAMR - Lamar Advertising Co. Add 10.86% 55,310 0.72
≡ ZBRA - Zebra Technologies Corp. Add 10.89% 17,510 0.73
≡ KMX - CarMax Inc. Add 10.86% 103,280 0.87
≡ CDW - CDW Corp. Add 10.86% 51,430 1.31
≡ PGR - Progressive Corp. Add 10.86% 75,230 1.40
≡ LBRDK - Liberty Broadband Corp. CL C Add 10.87% 163,820 1.75
≡ DPZ - Dominos Pizza Inc. Add 329.39% 117,920 5.08
Q4  2022
≡ HEI.A - HEICO Corp. CL A Add 0.66% 350 0.01
≡ ZBRA - Zebra Technologies Corp. Add 2.42% 3,795 0.14
≡ KMX - CarMax Inc. Add 2.67% 24,692 0.22
≡ CDW - CDW Corp. Add 2.50% 11,563 0.30
≡ PGR - Progressive Corp. Add 2.70% 18,207 0.34
≡ BBWI - Bath & Body Works Inc. Add 2.77% 64,620 0.40
≡ LBRDK - Liberty Broadband Corp. CL C Add 2.65% 38,980 0.43
≡ ATVI - Activision Blizzard Inc. Add 2.74% 42,877 0.48
≡ DPZ - Dominos Pizza Inc. Add 49.17% 11,800 0.59
≡ LAMR - Lamar Advertising Co. Add 13.09% 58,910 0.81
≡ FRCB - First Republic Bank Buy 75,000 1.33
Q3  2022
≡ HEI.A - HEICO Corp. CL A Add 55.27% 18,896 0.36
≡ DPZ - Dominos Pizza Inc. Buy 24,000 1.23
≡ ZBRA - Zebra Technologies Corp. Add 52.61% 54,127 2.35
≡ KMX - CarMax Inc. Add 52.24% 317,824 3.47
≡ CDW - CDW Corp. Add 52.48% 159,000 4.11
≡ LAMR - Lamar Advertising Co. Add 221.57% 310,191 4.24
≡ BBWI - Bath & Body Works Inc. Add 52.07% 797,574 4.30
≡ PGR - Progressive Corp. Add 52.19% 231,313 4.45
≡ ATVI - Activision Blizzard Inc. Add 36.19% 416,167 5.12
≡ LBRDK - Liberty Broadband Corp. CL C Add 52.26% 504,077 6.16
Q2  2022
≡ BBWI - Bath & Body Works Inc. Add 31.85% 370,000 2.25
≡ LAMR - Lamar Advertising Co. Buy 140,000 2.78
≡ KMX - CarMax Inc. Add 32.72% 150,000 3.06
Q1  2022
≡ ATVI - Activision Blizzard Inc. Add 62.50% 500,000 8.23