Tom Bancroft - Makaira Partners

History Stock Activity ▼ Share change % change to portfolio
Q1  2025
≡ BELFB - Bel Fuse Inc. CL B Buy 245,999 6.17
≡ BELFA - Bel Fuse Inc. CL A Buy 4,001 0.10
≡ BBWI - Bath & Body Works Inc. Reduce 27.56% 623,467 6.34
≡ CHTR - Charter Communications Reduce 46.36% 173,029 21.38
≡ FLUT - Flutter Entertainment Plc Reduce 46.37% 92,013 6.84
≡ WHD - Cactus Inc. Reduce 46.37% 204,934 3.15
≡ SVV - Savers Value Village Inc Reduce 47.49% 975,493 2.26
≡ KMX - CarMax Inc. Reduce 51.34% 287,181 7.50
≡ HEI.A - HEICO Corp. CL A Reduce 51.51% 2,306 0.16
≡ DPZ - Dominos Pizza Inc. Reduce 53.07% 73,475 11.32
≡ LAMR - Lamar Advertising Co. Reduce 57.73% 306,223 11.69
≡ CDW - CDW Corp. Reduce 59.43% 227,493 12.23
≡ PGR - Progressive Corp. Reduce 86.84% 285,920 27.12
≡ LBRDK - Liberty Broadband Corp. CL C Sell 100.00% 167,681 1.96
Q4  2024
≡ CHTR - Charter Communications Add 4.05% 14,510 0.78
≡ FLUT - Flutter Entertainment Plc Reduce 0.44% 885 0.04
≡ CDW - CDW Corp. Reduce 0.46% 1,762 0.05
≡ BBWI - Bath & Body Works Inc. Reduce 1.75% 40,200 0.24
≡ WHD - Cactus Inc. Reduce 8.11% 39,010 0.35
≡ SVV - Savers Value Village Inc Reduce 10.31% 236,000 0.38
≡ DPZ - Dominos Pizza Inc. Reduce 13.00% 20,690 1.35
≡ KMX - CarMax Inc. Reduce 17.02% 114,750 1.46
≡ LAMR - Lamar Advertising Co. Reduce 26.21% 188,415 3.58
≡ PGR - Progressive Corp. Reduce 45.45% 274,360 10.26
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 56.93% 221,635 2.59
Q3  2024
≡ SVV - Savers Value Village Inc Add 2.23% 49,930 0.07
≡ FLUT - Flutter Entertainment Plc Buy 199,320 6.08
≡ HEI.A - HEICO Corp. CL A Reduce 3.55% 165 0.00
≡ WHD - Cactus Inc. Reduce 3.72% 18,607 0.14
≡ CHTR - Charter Communications Reduce 3.78% 14,088 0.59
≡ KMX - CarMax Inc. Reduce 4.41% 31,080 0.31
≡ BBWI - Bath & Body Works Inc. Reduce 4.90% 118,647 0.49
≡ DPZ - Dominos Pizza Inc. Reduce 4.90% 8,200 0.45
≡ CDW - CDW Corp. Reduce 4.91% 19,838 0.58
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 6.85% 28,619 0.28
≡ PGR - Progressive Corp. Reduce 17.02% 123,828 4.04
≡ LAMR - Lamar Advertising Co. Reduce 20.24% 182,473 3.13
Q2  2024
≡ WHD - Cactus Inc. Add 399.58% 399,581 2.74
≡ SVV - Savers Value Village Inc Buy 2,240,000 3.56
≡ HEI.A - HEICO Corp. CL A Reduce 0.68% 32 0.00
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 1.41% 5,979 0.04
≡ 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
≡ CDW - CDW Corp. Reduce 8.82% 39,106 1.14
≡ KMX - CarMax Inc. Reduce 39.87% 467,541 4.45
Q1  2024
≡ CHTR - Charter Communications Add 135.23% 218,987 7.68
≡ HEI.A - HEICO Corp. CL A Add 10.05% 427 0.01
≡ KMX - CarMax Inc. Add 7.05% 77,267 0.81
≡ DPZ - Dominos Pizza Inc. Add 7.05% 11,261 0.68
≡ LAMR - Lamar Advertising Co. Add 7.04% 60,612 0.87
≡ WHD - Cactus Inc. Buy 100,000 0.60
≡ PGR - Progressive Corp. Reduce 6.86% 54,748 1.37
≡ BBWI - Bath & Body Works Inc. Reduce 8.29% 223,777 1.35
≡ CDW - CDW Corp. Reduce 18.71% 102,071 3.15
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 54.69% 511,771 3.54
≡ ZBRA - Zebra Technologies Corp. Sell 100.00% 40,381 1.45
Q4  2023
≡ LAMR - Lamar Advertising Co. Add 13.72% 103,818 1.45
≡ BBWI - Bath & Body Works Inc. Add 8.01% 200,000 1.14
≡ CHTR - Charter Communications Buy 161,935 8.29
≡ LBRDK - Liberty Broadband Corp. CL C Reduce 46.13% 801,173 8.51
≡ ATVI - Activision Blizzard Inc. Sell 100.00% 976,584 11.92
Q3  2023
≡ LAMR - Lamar Advertising Co. Add 31.70% 182,111 1.98
≡ ZBRA - Zebra Technologies Corp. Add 2.20% 870 0.03
≡ LBRDK - Liberty Broadband Corp. CL C Add 2.08% 35,425 0.42
≡ PGR - Progressive Corp. Add 2.08% 16,280 0.30
≡ CDW - CDW Corp. Add 2.08% 11,130 0.29
≡ KMX - CarMax Inc. Add 2.08% 22,345 0.21
≡ DPZ - Dominos Pizza Inc. Add 2.08% 3,260 0.16
≡ BBWI - Bath & Body Works Inc. Reduce 0.64% 16,213 0.07
≡ ATVI - Activision Blizzard Inc. Reduce 15.51% 179,320 2.19
Q2  2023
≡ BBWI - Bath & Body Works Inc. Add 4.59% 110,383 0.55
≡ PGR - Progressive Corp. Add 1.80% 13,830 0.25
≡ CDW - CDW Corp. Add 1.80% 9,470 0.24
≡ ATVI - Activision Blizzard Inc. Add 1.80% 20,400 0.23
≡ KMX - CarMax Inc. Add 1.80% 18,970 0.21
≡ LAMR - Lamar Advertising Co. Add 1.80% 10,140 0.14
≡ LBRDK - Liberty Broadband Corp. CL C Add 1.79% 30,000 0.33
≡ DPZ - Dominos Pizza Inc. Add 1.79% 2,750 0.13
≡ HEI.A - HEICO Corp. CL A Add 1.19% 50 0.00
≡ ZBRA - Zebra Technologies Corp. Reduce 77.84% 138,800 5.55
Q1  2023
≡ DPZ - Dominos Pizza Inc. Add 329.39% 117,920 5.08
≡ ZBRA - Zebra Technologies Corp. Add 10.89% 17,510 0.73
≡ LBRDK - Liberty Broadband Corp. CL C Add 10.87% 163,820 1.75
≡ PGR - Progressive Corp. Add 10.86% 75,230 1.40
≡ CDW - CDW Corp. Add 10.86% 51,430 1.31
≡ KMX - CarMax Inc. Add 10.86% 103,280 0.87
≡ LAMR - Lamar Advertising Co. Add 10.86% 55,310 0.72
≡ BBWI - Bath & Body Works Inc. Add 0.42% 10,160 0.05
≡ ATVI - Activision Blizzard Inc. Reduce 29.43% 473,540 5.29
≡ HEI.A - HEICO Corp. CL A Reduce 92.15% 49,240 0.82
≡ FRCB - First Republic Bank Sell 100.00% 75,000 1.33
Q4  2022
≡ DPZ - Dominos Pizza Inc. Add 49.17% 11,800 0.59
≡ LAMR - Lamar Advertising Co. Add 13.09% 58,910 0.81
≡ BBWI - Bath & Body Works Inc. Add 2.77% 64,620 0.40
≡ ATVI - Activision Blizzard Inc. Add 2.74% 42,877 0.48
≡ PGR - Progressive Corp. Add 2.70% 18,207 0.34
≡ KMX - CarMax Inc. Add 2.67% 24,692 0.22