Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q4 2024
Total portfolio value: $641.1M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CHTR
|
Charter Communications Inc. - Class A | 127.9M 19.95% | 373.2K | +14.5K ↑4.05% | |
|
BBWI
|
Bath & Body Works Inc | 87.7M 13.68% | 2.3M | -40.2K ↓1.75% | |
|
PGR
|
Progressive Corp. | 78.9M 12.3% | 329.2K | -274.4K ↓45.45% | |
|
CDW
|
CDW Corp | 66.6M 10.39% | 382.8K | -1.8K ↓0.46% | |
|
LAMR
|
Lamar Advertising Co - Class A | 64.6M 10.07% | 530.5K | -188.4K ↓26.21% | |
|
DPZ
|
Dominos Pizza Inc | 58.1M 9.06% | 138.4K | -20.7K ↓13.00% | |
|
KMX
|
Carmax Inc | 45.7M 7.13% | 559.4K | -114.8K ↓17.02% | |
|
WHD
|
Cactus Inc - Class A | 25.8M 4.02% | 442.0K | -39.0K ↓8.11% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 12.5M 1.95% | 167.7K | -221.6K ↓56.93% |