What Tom Bancroft bought and sold in Q1 2026
In Q1 2026, Tom Bancroft (Makaira Partners) exited 11 (CHTR, DPZ, LAMR).
0New0Added0Trimmed11Exited
Exited (11)
- CHTRCharter Communications Inc-awas 26.8% of book
- DPZDomino's Pizza Incwas 12.1% of book
- LAMRLamar Advertising Co-awas 11.9% of book
- BBWIBath & Body Works Incwas 11.5% of book
- CDWCdw Corp/dewas 10.6% of book
- BELFBBel Fuse Inc-cl Bwas 7.3% of book
- FLUTFlutter Entmt Plcwas 7.0% of book
- LMBLimbach Holdings Incwas 6.2% of book
- WHDCactus Inc - Awas 5.0% of book
- SVVSavers Value Village Incwas 1.2% of book
- HEI/AHeico Corp-class Awas 0.4% of book
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.