What Tom Bancroft Bought in Q1 2025
Makaira Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-03-31 · Filed · Historical
$298.2M
Total Value
13
Holdings
2
New Buys
9
Reduced
In Q1 2025, Tom Bancroft reported 13 long equity positions worth $298.2M in their Makaira Partners 13F filing, including 2 new positions (largest: BEL FUSE CL B ORD at $18.4M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications | 200162 | $73.8M | 24.73% | -46.4% |
| 2 | BBWI | BATH AND BODY WORKS ORD | 1639039 | $49.7M | 16.66% | -27.6% |
| 3 | DPZ | DOMINOS PIZZA ORD | 64964 | $29.8M | 10.01% | +-53.1% |
| 4 | LAMR | LAMAR ADVERTISING CL A REIT | 224260 | $25.5M | 8.56% | -57.7% |
| 5 | CDW | CDW ORD | 155305 | $24.9M | 8.35% | -59.4% |
| 6 | FLUT | FLUTTER ENTERTAINMENT ORD | 106422 | $23.6M | 7.91% | -46.4% |
| 7 | KMX | CARMAX ORD | 272203 | $21.2M | 7.11% | -51.3% |
| 8 | BELFB | BEL FUSE CL B ORD | 245999 | $18.4M | 6.17% | NEW |
| 9 | PGR | PROGRESSIVE ORD | 43323 | $12.3M | 4.11% | +-86.8% |
| 10 | WHD | CACTUS CL A ORD | 237030 | $10.9M | 3.64% | -46.4% |
| 11 | SVV | SAVERS VALUE VILLAGE ORD | 1078437 | $7.4M | 2.50% | -47.5% |
| 12 | HEI-A | HEICO CL A ORD | 2171 | $458K | 0.15% | -51.5% |
| 13 | BELFA | BEL FUSE CL A ORD | 4001 | $288K | 0.10% | NEW |