Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q2 2024
Total portfolio value: $771.0M
TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
---|---|---|---|---|---|
PGR
|
Progressive Corp. | 151.1M 19.59% | 727.4K | -15.9K ↓2.14% | |
CHTR
|
Charter Communications Inc. - Class A | 111.4M 14.45% | 372.8K | -8.2K ↓2.14% | |
LAMR
|
Lamar Advertising Co - Class A | 107.7M 13.97% | 901.4K | -19.7K ↓2.14% | |
BBWI
|
Bath & Body Works Inc | 94.6M 12.26% | 2.4M | -53.0K ↓2.14% | |
CDW
|
CDW Corp | 90.5M 11.74% | 404.4K | -39.1K ↓8.82% | |
DPZ
|
Dominos Pizza Inc | 86.4M 11.2% | 167.3K | -3.7K ↓2.14% | |
KMX
|
Carmax Inc | 51.7M 6.7% | 705.2K | -467.5K ↓39.87% | |
WHD
|
Cactus Inc - Class A | 26.3M 3.41% | 499.6K | +399.6K ↑399.58% | |
LBRDK
|
Liberty Broadband Corp - Series C | 22.9M 2.97% | 417.9K | -6.0K ↓1.41% |