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← Tom Bancroft

Tom Bancroft's 2025Q4 portfolio

Tom Bancroft (Makaira Partners) held 11 positions as of Dec 31, 2025, with the largest position at 26.8% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q4but 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, 2025 (11)

  1. 1CHTRCharter Communications Inc-a
    % port
    26.8%
    +3.6pp vs prior Q
  2. 2DPZDomino's Pizza Inc
    % port
    12.1%
    +3.9pp vs prior Q
  3. 3LAMRLamar Advertising Co-a
    % port
    11.9%
    +1.2pp vs prior Q
  4. 4BBWIBath & Body Works Inc
    % port
    11.5%
    -6.6pp vs prior Q
  5. 5CDWCdw Corp/de
    % port
    10.6%
    +2.5pp vs prior Q
  6. 6BELFBBel Fuse Inc-cl B
    % port
    7.3%
  7. 7FLUTFlutter Entmt Plc
    % port
    7.0%
    -3.7pp vs prior Q
  8. 8LMBLimbach Holdings Inc
    % port
    6.2%
    +3.6pp vs prior Q
  9. 9WHDCactus Inc - A
    % port
    5.0%
    -0.3pp vs prior Q
  10. 10SVVSavers Value Village Inc
    % port
    1.2%
    -4.1pp vs prior Q
  11. 11HEI/AHeico Corp-class A
    % port
    0.4%
    +0.1pp vs prior Q

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.