Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q2 2025
Total portfolio value: $328.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CHTR
|
Charter Communications Inc. - Class A | 81.8M 24.89% | 200.2K | = | |
|
BBWI
|
Bath & Body Works Inc | 55.1M 16.76% | 1.8M | +200.0K ↑12.20% | |
|
DPZ
|
Dominos Pizza Inc | 29.3M 8.9% | 65.0K | = | |
|
CDW
|
CDW Corp | 27.7M 8.43% | 155.3K | = | |
|
LAMR
|
Lamar Advertising Co - Class A | 27.2M 8.27% | 224.3K | = | |
|
BELFB
|
Bel Fuse Inc. - Class B | 24.0M 7.31% | 246.0K | = | |
|
KMX
|
Carmax Inc | 18.3M 5.56% | 272.2K | = | |
|
WHD
|
Cactus Inc - Class A | 15.6M 4.74% | 357.0K | +120.0K ↑50.63% | |
|
LMB
|
Limbach Holdings Inc | 7.3M 2.22% | 52.2K | +52.2K Newly Added |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|