What Tom Bancroft bought and sold in Q3 2025
In Q3 2025, Tom Bancroft (Makaira Partners) trimmed 8, exited 1 (KMX). The book stood at $195M across 12 positions, filed Nov 17, 2025.
0New0Added8Trimmed1Exited
Trimmed (8)
- BBWIBath & Body Works Inc-26% shares · 18.1% · $35M
- LAMRLamar Advertising Co-a-24% shares · 10.7% · $21M
- FLUTFlutter Entertainment Ord-23% shares · 10.6% · $21M
- DPZDomino's Pizza Inc-43% shares · 8.2% · $16M
- CDWCdw Corp/de-36% shares · 8.2% · $16M
- BELFBBel Fuse Inc-cl B-59% shares · 7.2% · $14M
- WHDCactus Inc - A-26% shares · 5.3% · $10M
- SVVSavers Value Village Inc-28% shares · 5.3% · $10M
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.