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← Tom Bancroft

Tom Bancroft's 2025Q1 portfolio

Tom Bancroft (Makaira Partners) held 10 positions as of Mar 31, 2025, with the largest position at 24.7% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but 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 Mar 31, 2025 (10)

  1. 1CHTRCharter Communications Inc-a
    % port
    24.7%
    +2.9pp vs prior Qnow 26.8%
  2. 2BBWIBath & Body Works Inc
    % port
    16.7%
    +1.7pp vs prior Qnow 11.5%
  3. 3DPZDomino's Pizza Inc
    % port
    10.0%
    +9.4pp vs prior Qnow 12.1%
  4. 4LAMRLamar Advertising Co-a
    % port
    8.6%
    -2.5pp vs prior Qnow 11.9%
  5. 5CDWCdw Corp/de
    % port
    8.3%
    -3.0pp vs prior Qnow 10.6%
  6. 6FLUTFlutter Entmt Plc
    % port
    7.9%
    -0.8pp vs prior Qnow 7.0%
  7. 7BELFBBel Fuse Inc-cl B
    % port
    6.2%
    now 7.3%
  8. 8WHDCactus Inc - A
    % port
    3.6%
    -0.8pp vs prior Qnow 5.0%
  9. 9SVVSavers Value Village Inc
    % port
    2.5%
    -1.1pp vs prior Qnow 1.2%
  10. 10HEI/AHeico Corp-class A
    % port
    0.2%
    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.