What did Tom Bancroft buy in Q4 2024?

Tom Bancroft opened 0 new positions and added to 1 existing holding in the Q4 2024 13F.

What did Tom Bancroft sell in Q4 2024?

Tom Bancroft exited 0 positions and trimmed 2.

What Tom Bancroft bought and sold in Q4 2024

In Q4 2024, Tom Bancroft (Makaira Partners) added to 1, trimmed 2. The book stood at $587M across 12 positions, filed Feb 26, 2025.

0New1Added2Trimmed0Exited

Share𝕏 in

Added to (1)

LBRDKLiberty Broadband-c+220% shares · 2.1% · $13M

Trimmed (2)

PGRProgressive Corp-45% shares · 13.4% · $79M
LAMRLamar Advertising Co-a-26% shares · 11.0% · $65M

Tom Bancroft's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Tom Bancroft's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.