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← Tom Bancroft

Tom Bancroft's 2025Q2 portfolio

Tom Bancroft (Makaira Partners) held 11 positions as of Jun 30, 2025, with the largest position at 24.9% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q2but 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, 2025 (11)

  1. 1CHTRCharter Communications Inc-a
    % port
    24.9%
    +0.2pp vs prior Qnow 26.8%
  2. 2BBWIBath & Body Works Inc
    % port
    16.8%
    now 11.5%
  3. 3FLUTFlutter Entmt Plc
    % port
    9.3%
    +1.3pp vs prior Qnow 7.0%
  4. 4DPZDomino's Pizza Inc
    % port
    8.9%
    -1.1pp vs prior Qnow 12.1%
  5. 5CDWCdw Corp/de
    % port
    8.4%
    now 10.6%
  6. 6LAMRLamar Advertising Co-a
    % port
    8.3%
    -0.3pp vs prior Qnow 11.9%
  7. 7BELFBBel Fuse Inc-cl B
    % port
    7.3%
    +1.1pp vs prior Q
  8. 8WHDCactus Inc - A
    % port
    4.7%
    +1.1pp vs prior Qnow 5.0%
  9. 9SVVSavers Value Village Inc
    % port
    3.3%
    +0.9pp vs prior Qnow 1.2%
  10. 10LMBLimbach Holdings Inc
    % port
    2.2%
    now 6.2%
  11. 11HEI/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.