Tom Bancroft — Recent Sells
Makaira Partners · Sold and reduced positions in the Q1 '26 13F filing.
Filed May 15, 2026 · Last updated
Tom Bancroft fully exited 11 positions and reduced 0 existing holdings in the Q1 '26 filing — a combined sell footprint of approximately $127.9M. Largest exit: Charter Communications (was $34.2M).
Fully exited (11)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| CHTR | Charter Communications | 164000 | $34.2M | 26.77% |
| DPZ | DOMINOS PIZZA INC | 37000 | $15.4M | 12.06% |
| LAMR | LAMAR ADVERTISING CO NEW | 120000 | $15.2M | 11.88% |
| BBWI | BATH & BODY WORKS INC | 734355 | $14.7M | 11.53% |
| CDW | CDW CORP | 100000 | $13.6M | 10.65% |
| BELFB | BEL FUSE INC | 55000 | $9.3M | 7.29% |
| FLUT | FLUTTER ENTMT PLC | 41422 | $8.9M | 6.96% |
| LMB | LIMBACH HLDGS INC | 102239 | $8.0M | 6.22% |
| WHD | CACTUS INC | 141286 | $6.5M | 5.05% |
| SVV | SAVERS VALUE VLG INC | 159110 | $1.5M | 1.16% |
| HEI-A | HEICO CORP NEW | 2171 | $548K | 0.43% |