What Tom Bancroft Bought in Q4 2024
Makaira Partners · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$641.1M
Total Value
12
Holdings
0
New Buys
10
Reduced
In Q4 2024, Tom Bancroft reported 12 long equity positions worth $641.1M in their Makaira Partners 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications | 373191 | $127.9M | 19.95% | +4.0% |
| 2 | BBWI | BATH AND BODY WORKS ORD | 2262506 | $87.7M | 13.68% | -1.7% |
| 3 | PGR | PROGRESSIVE ORD | 329243 | $78.9M | 12.31% | -45.5% |
| 4 | CDW | CDW ORD | 382798 | $66.6M | 10.39% | -0.5% |
| 5 | LAMR | LAMAR ADVERTISING CL A REIT | 530483 | $64.6M | 10.07% | -26.2% |
| 6 | DPZ | DOMINOS PIZZA ORD | 138439 | $58.1M | 9.06% | -13.0% |
| 7 | FLUT | FLUTTER ENTERTAINMENT ORD | 198435 | $51.3M | 8.00% | -0.4% |
| 8 | KMX | CARMAX ORD | 559384 | $45.7M | 7.13% | -17.0% |
| 9 | WHD | CACTUS CL A ORD | 441964 | $25.8M | 4.02% | -8.1% |
| 10 | SVV | SAVERS VALUE VILLAGE ORD | 2053930 | $21.1M | 3.28% | -10.3% |
| 11 | LBRDK | LIBERTY BROADBAND SRS C ORD | 167681 | $12.5M | 1.96% | -56.9% |
| 12 | HEI-A | HEICO CL A ORD | 4477 | $833K | 0.13% | — |