What Tom Bancroft Bought in Q3 2025
Makaira Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$194.7M
Total Value
12
Holdings
0
New Buys
7
Reduced
In Q3 2025, Tom Bancroft reported 12 long equity positions worth $194.7M in their Makaira Partners 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications | 164000 | $45.1M | 23.17% | -18.1% |
| 2 | BBWI | BATH AND BODY WORKS ORD | 1370000 | $35.3M | 18.12% | -25.5% |
| 3 | LAMR | LAMAR ADVERTISING CL A REIT | 170000 | $20.8M | 10.69% | -24.2% |
| 4 | FLUT | FLUTTER ENTERTAINMENT ORD | 81422 | $20.7M | 10.62% | +-23.5% |
| 5 | DPZ | DOMINOS PIZZA ORD | 37000 | $16.0M | 8.20% | -43.0% |
| 6 | CDW | CDW ORD | 100000 | $15.9M | 8.18% | -35.6% |
| 7 | BELFB | BEL FUSE CL B ORD | 100000 | $14.1M | 7.24% | -59.3% |
| 8 | WHD | CACTUS CL A ORD | 263409 | $10.4M | 5.34% | -26.2% |
| 9 | SVV | SAVERS VALUE VILLAGE ORD | 780000 | $10.3M | 5.31% | +-27.7% |
| 10 | LMB | LIMBACH HOLDINGS ORD | 52239 | $5.1M | 2.61% | — |
| 11 | HEI-A | HEICO CL A ORD | 2171 | $552K | 0.28% | — |
| 12 | BELFA | BEL FUSE CL A ORD | 4001 | $466K | 0.24% | — |