Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q3 2024
Total portfolio value: $777.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
PGR
|
Progressive Corp. | 153.2M 19.69% | 603.6K | -123.8K ↓17.02% | |
|
CHTR
|
Charter Communications Inc. - Class A | 116.2M 14.94% | 358.7K | -14.1K ↓3.78% | |
|
LAMR
|
Lamar Advertising Co - Class A | 96.0M 12.35% | 718.9K | -182.5K ↓20.24% | |
|
CDW
|
CDW Corp | 87.0M 11.19% | 384.6K | -19.8K ↓4.91% | |
|
BBWI
|
Bath & Body Works Inc | 73.5M 9.45% | 2.3M | -118.6K ↓4.90% | |
|
DPZ
|
Dominos Pizza Inc | 68.4M 8.8% | 159.1K | -8.2K ↓4.90% | |
|
KMX
|
Carmax Inc | 52.2M 6.7% | 674.1K | -31.1K ↓4.41% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 30.1M 3.86% | 389.3K | -28.6K ↓6.85% | |
|
WHD
|
Cactus Inc - Class A | 28.7M 3.69% | 481.0K | -18.6K ↓3.72% |