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← Tom Bancroft

Tom Bancroft's 2024Q2 portfolio

Tom Bancroft (Makaira Partners) held 8 positions as of Jun 30, 2024, with the largest position at 14.5% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q2but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Jun 30, 2024 (8)

  1. 1CHTRCharter Communications Inc-a
    % port
    14.5%
    +1.1pp vs prior Qnow 26.8%
  2. 2LAMRLamar Advertising Co-a
    % port
    14.0%
    +0.7pp vs prior Qnow 11.9%
  3. 3BBWIBath & Body Works Inc
    % port
    12.3%
    -2.7pp vs prior Qnow 11.5%
  4. 4CDWCdw Corp/de
    % port
    11.7%
    -1.9pp vs prior Qnow 10.6%
  5. 5DPZDomino's Pizza Inc
    % port
    11.2%
    +1.0pp vs prior Qnow 12.1%
  6. 6SVVSavers Value Village Inc
    % port
    3.6%
    now 1.2%
  7. 7WHDCactus Inc - A
    % port
    3.4%
    +2.8pp vs prior Qnow 5.0%
  8. 8HEI/AHeico Corp-class A
    % port
    0.1%
    now 0.4%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.