What Tom Bancroft Bought in Q2 2025
Makaira Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$328.7M
Total Value
13
Holdings
1
New Buys
0
Reduced
In Q2 2025, Tom Bancroft reported 13 long equity positions worth $328.7M in their Makaira Partners 13F filing, including 1 new positions (largest: LIMBACH HOLDINGS ORD at $7.3M) and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications | 200162 | $81.8M | 24.89% | — |
| 2 | BBWI | BATH AND BODY WORKS ORD | 1839039 | $55.1M | 16.76% | +12.2% |
| 3 | FLUT | FLUTTER ENTERTAINMENT ORD | 106422 | $30.4M | 9.25% | — |
| 4 | DPZ | DOMINOS PIZZA ORD | 64964 | $29.3M | 8.90% | — |
| 5 | CDW | CDW ORD | 155305 | $27.7M | 8.44% | — |
| 6 | LAMR | LAMAR ADVERTISING CL A REIT | 224260 | $27.2M | 8.28% | — |
| 7 | BELFB | BEL FUSE CL B ORD | 245999 | $24.0M | 7.31% | — |
| 8 | KMX | CARMAX ORD | 272203 | $18.3M | 5.57% | — |
| 9 | WHD | CACTUS CL A ORD | 357030 | $15.6M | 4.75% | +50.6% |
| 10 | SVV | SAVERS VALUE VILLAGE ORD | 1078437 | $11.0M | 3.35% | — |
| 11 | LMB | LIMBACH HOLDINGS ORD | 52239 | $7.3M | 2.23% | NEW |
| 12 | HEI-A | HEICO CL A ORD | 2171 | $562K | 0.17% | — |
| 13 | BELFA | BEL FUSE CL A ORD | 4001 | $359K | 0.11% | — |