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← Tom Bancroft

Tom Bancroft's 2025Q3 portfolio

Tom Bancroft (Makaira Partners) held 11 positions as of Sep 30, 2025, with the largest position at 23.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q3but 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, 2025 (11)

  1. 1CHTRCharter Communications Inc-a
    % port
    23.2%
    -1.7pp vs prior Qnow 26.8%
  2. 2BBWIBath & Body Works Inc
    % port
    18.1%
    +1.4pp vs prior Qnow 11.5%
  3. 3LAMRLamar Advertising Co-a
    % port
    10.7%
    +2.4pp vs prior Qnow 11.9%
  4. 4FLUTFlutter Entmt Plc
    % port
    10.6%
    +1.4pp vs prior Qnow 7.0%
  5. 5DPZDomino's Pizza Inc
    % port
    8.2%
    -0.7pp vs prior Qnow 12.1%
  6. 6CDWCdw Corp/de
    % port
    8.2%
    -0.3pp vs prior Qnow 10.6%
  7. 7BELFBBel Fuse Inc-cl B
    % port
    7.2%
  8. 8WHDCactus Inc - A
    % port
    5.3%
    +0.6pp vs prior Qnow 5.0%
  9. 9SVVSavers Value Village Inc
    % port
    5.3%
    +2.0pp vs prior Qnow 1.2%
  10. 10LMBLimbach Holdings Inc
    % port
    2.6%
    +0.4pp vs prior Qnow 6.2%
  11. 11HEI/AHeico Corp-class A
    % port
    0.3%
    +0.1pp vs prior Qnow 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.