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← Tom Bancroft

Tom Bancroft's 2024Q3 portfolio

Tom Bancroft (Makaira Partners) held 9 positions as of Sep 30, 2024, with the largest position at 14.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but 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 Sep 30, 2024 (9)

  1. 1CHTRCharter Communications Inc-a
    % port
    14.9%
    +0.5pp vs prior Qnow 26.8%
  2. 2LAMRLamar Advertising Co-a
    % port
    12.3%
    -1.6pp vs prior Qnow 11.9%
  3. 3CDWCdw Corp/de
    % port
    11.2%
    -0.6pp vs prior Qnow 10.6%
  4. 4BBWIBath & Body Works Inc
    % port
    9.5%
    -2.8pp vs prior Qnow 11.5%
  5. 5DPZDomino's Pizza Inc
    % port
    8.8%
    -2.4pp vs prior Qnow 12.1%
  6. 6FLUTFlutter Entmt Plc
    % port
    6.1%
    now 7.0%
  7. 7WHDCactus Inc - A
    % port
    3.7%
    +0.3pp vs prior Qnow 5.0%
  8. 8SVVSavers Value Village Inc
    % port
    3.1%
    -0.5pp vs prior Qnow 1.2%
  9. 9HEI/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.