What Tom Bancroft Bought in Q4 2025
Makaira Partners · Quarterly 13F recap as filed with the SEC.
Period: 2025-12-31 · Filed · Historical
$127.9M
Total Value
11
Holdings
0
New Buys
5
Reduced
In Q4 2025, Tom Bancroft reported 11 long equity positions worth $127.9M in their Makaira Partners 13F filing and 2 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications | 164000 | $34.2M | 26.77% | — |
| 2 | DPZ | DOMINOS PIZZA INC | 37000 | $15.4M | 12.06% | — |
| 3 | LAMR | LAMAR ADVERTISING CO NEW | 120000 | $15.2M | 11.88% | -29.4% |
| 4 | BBWI | BATH & BODY WORKS INC | 734355 | $14.7M | 11.53% | +-46.4% |
| 5 | CDW | CDW CORP | 100000 | $13.6M | 10.65% | — |
| 6 | BELFB | BEL FUSE INC | 55000 | $9.3M | 7.29% | +-45.0% |
| 7 | FLUT | FLUTTER ENTMT PLC | 41422 | $8.9M | 6.96% | -49.1% |
| 8 | LMB | LIMBACH HLDGS INC | 102239 | $8.0M | 6.22% | 95.7% |
| 9 | WHD | CACTUS INC | 141286 | $6.5M | 5.05% | -46.4% |
| 10 | SVV | SAVERS VALUE VLG INC | 159110 | $1.5M | 1.16% | -79.6% |
| 11 | HEI-A | HEICO CORP NEW | 2171 | $548K | 0.43% | — |