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← Tom Bancroft

Tom Bancroft's 2024Q4 portfolio

Tom Bancroft (Makaira Partners) held 9 positions as of Dec 31, 2024, with the largest position at 21.8% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q4but 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 Dec 31, 2024 (9)

  1. 1CHTRCharter Communications Inc-a
    % port
    21.8%
    +6.9pp vs prior Qnow 26.8%
  2. 2BBWIBath & Body Works Inc
    % port
    15.0%
    +5.5pp vs prior Qnow 11.5%
  3. 3CDWCdw Corp/de
    % port
    11.4%
    +0.2pp vs prior Qnow 10.6%
  4. 4LAMRLamar Advertising Co-a
    % port
    11.0%
    -1.3pp vs prior Qnow 11.9%
  5. 5FLUTFlutter Entmt Plc
    % port
    8.7%
    +2.7pp vs prior Qnow 7.0%
  6. 6WHDCactus Inc - A
    % port
    4.4%
    +0.7pp vs prior Qnow 5.0%
  7. 7SVVSavers Value Village Inc
    % port
    3.6%
    +0.5pp vs prior Qnow 1.2%
  8. 8DPZDomino's Pizza Inc
    % port
    0.6%
    -8.2pp vs prior Qnow 12.1%
  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.