What Tom Bancroft Bought in Q3 2024
Makaira Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-09-30 · Filed · Historical
$777.7M
Total Value
12
Holdings
0
New Buys
0
Reduced
In Q3 2024, Tom Bancroft reported 12 long equity positions worth $777.7M in their Makaira Partners 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | PGR | PROGRESSIVE ORD | 603603 | $153.2M | 19.70% | — |
| 2 | CHTR | Charter Communications | 358681 | $116.2M | 14.95% | — |
| 3 | LAMR | LAMAR ADVERTISING CL A REIT | 718898 | $96.0M | 12.35% | — |
| 4 | CDW | CDW ORD | 384560 | $87.0M | 11.19% | — |
| 5 | BBWI | BATH AND BODY WORKS ORD | 2302706 | $73.5M | 9.45% | — |
| 6 | DPZ | DOMINOS PIZZA ORD | 159129 | $68.4M | 8.80% | — |
| 7 | KMX | CARMAX ORD | 674134 | $52.2M | 6.71% | — |
| 8 | FLUT | FLUTTER ENTERTAINMENT ORD | 199320 | $47.3M | 6.08% | — |
| 9 | LBRDK | LIBERTY BROADBAND SRS C ORD | 389316 | $30.1M | 3.87% | — |
| 10 | WHD | CACTUS CL A ORD | 480974 | $28.7M | 3.69% | — |
| 11 | SVV | SAVERS VALUE VILLAGE ORD | 2289930 | $24.1M | 3.10% | — |
| 12 | HEI-A | HEICO CL A ORD | 4477 | $912K | 0.12% | — |