What Tom Bancroft bought and sold in Q1 2025
In Q1 2025, Tom Bancroft (Makaira Partners) opened 2 new positions — including BELFB (6.2%), BELFA (0.1%), trimmed 11, exited 1 (LBRDK). The book stood at $298M across 13 positions, filed May 14, 2025.
2New0Added11Trimmed1Exited
New positions (2)
Trimmed (11)
- CHTRCharter Communications Inc-a-46% shares · 24.7% · $74M
- BBWIBath & Body Works Inc-28% shares · 16.7% · $50M
- DPZDomino's Pizza Inc-53% shares · 10.0% · $30M
- LAMRLamar Advertising Co-a-58% shares · 8.6% · $26M
- CDWCdw Corp/de-59% shares · 8.3% · $25M
- FLUTFlutter Entertainment Ord-46% shares · 7.9% · $24M
- KMXCarmax Inc-51% shares · 7.1% · $21M
- PGRProgressive Corp-87% shares · 4.1% · $12M
- WHDCactus Inc - A-46% shares · 3.6% · $11M
- SVVSavers Value Village Inc-47% shares · 2.5% · $7M
- HEI/AHeico Corp-class A-52% shares · 0.2% · $458K
Exited (1)
Tom Bancroft's other filings
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.