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Tom Bancroft

Makaira Partners

Concentrated value, consumer/media focus

$0

Portfolio Value

1

Holdings

Q1 '26

Period

2026-05-15

Filed

📈 Recent Activity

Changes from previous quarter

NONENEW
0.0% of portfolio
New position
CHTRSOLD
was 26.8%
Sold out position
Filing price: $208.75
DPZSOLD
was 12.1%
Sold out position
Filing price: $416.82
LAMRSOLD
was 11.9%
Sold out position
Filing price: $126.58
BBWISOLD
was 11.5%
Sold out position
Filing price: $20.08
CDWSOLD
was 10.6%
Sold out position
Filing price: $136.20
BELFBSOLD
was 7.3%
Sold out position
Filing price: $169.63
FLUTSOLD
was 7.0%
Sold out position
Filing price: $215.04
LMBSOLD
was 6.2%
Sold out position
Filing price: $77.85
WHDSOLD
was 5.0%
Sold out position
Filing price: $45.68
SVVSOLD
was 1.2%
Sold out position
Filing price: $9.34
HEI-ASOLD
was 0.4%
Sold out position
Filing price: $252.43

Sold Out (11)

SOLDBBWIBATH & BODY WORKS INCwas 11.53%@$20.08
SOLDBELFBBEL FUSE INCwas 7.29%@$169.63
SOLDWHDCACTUS INCwas 5.05%@$45.68
SOLDCDWCDW CORPwas 10.65%@$136.20
SOLDCHTRCharter Communicationswas 26.77%@$208.75
SOLDDPZDOMINOS PIZZA INCwas 12.06%@$416.82
SOLDFLUTFLUTTER ENTMT PLCwas 6.96%@$215.04
SOLDHEI-AHEICO CORP NEWwas 0.43%@$252.43
SOLDLAMRLAMAR ADVERTISING CO NEWwas 11.88%@$126.58
SOLDLMBLIMBACH HLDGS INCwas 6.22%@$77.85
SOLDSVVSAVERS VALUE VLG INCwas 1.16%@$9.34

📊 Sector Breakdown

Portfolio allocation by sector

Unknown 0.0%

💼 Holdings

🔍

1 of 1 positions · $0

This quarter: 1 new position, sold 11. Net seller.

000000000NEW
0.0%
0.0% of portfolio (new position)
—📄

🚫 Sold Out (11 positions)

SOLDBBWIBATH & BODY WORKS INCwas 11.53%@$20.08734355 shares · $14.7M
SOLDBELFBBEL FUSE INCwas 7.29%@$169.6355000 shares · $9.3M
SOLDWHDCACTUS INCwas 5.05%@$45.68141286 shares · $6.5M
SOLDCDWCDW CORPwas 10.65%@$136.20100000 shares · $13.6M
SOLDCHTRCharter Communicationswas 26.77%@$208.75164000 shares · $34.2M
SOLDDPZDOMINOS PIZZA INCwas 12.06%@$416.8237000 shares · $15.4M
SOLDFLUTFLUTTER ENTMT PLCwas 6.96%@$215.0441422 shares · $8.9M
SOLDHEI-AHEICO CORP NEWwas 0.43%@$252.432171 shares · $548K
SOLDLAMRLAMAR ADVERTISING CO NEWwas 11.88%@$126.58120000 shares · $15.2M
SOLDLMBLIMBACH HLDGS INCwas 6.22%@$77.85102239 shares · $8.0M
SOLDSVVSAVERS VALUE VLG INCwas 1.16%@$9.34159110 shares · $1.5M