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Tom Bancroft

Makaira Partners · portfolio as of 2026-03-31

This quarter's moves · vs 2025-12-31

CHTRCharter Communications, Inc.

26.8% of portfolio

Sold out
DPZDomino's Pizza, Inc.

12.1% of portfolio

Sold out
LAMRLamar Advertising Company

11.9% of portfolio

Sold out
BBWIBath & Body Works, Inc.

11.5% of portfolio

Sold out
CDWCDW Corporation

10.6% of portfolio

Sold out
BELFBBel Fuse Inc.

7.3% of portfolio

Sold out
FLTR.LFlutter Entertainment plc

7.0% of portfolio

Sold out
LMBLimbach Holdings, Inc.

6.2% of portfolio

Sold out
WHDCactus, Inc.

5.0% of portfolio

Sold out
SVVSavers Value Village, Inc.

1.2% of portfolio

Sold out
HEI-AHEICO Corporation

0.4% of portfolio

Sold out
NEWTPNewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B

0.0% of portfolio

New position

Full portfolio

NEWTPNewtekOne, Inc. Depositary Shares, Non-Cumulative Perpetual Preferred Stock, Series B

0 shares · $0

0.0%

From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →