Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q1 2024
Total portfolio value: $828.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
PGR
|
Progressive Corp. | 153.7M 18.55% | 743.3K | -54.7K ↓6.86% | |
|
BBWI
|
Bath & Body Works Inc | 123.8M 14.93% | 2.5M | -223.8K ↓8.29% | |
|
CDW
|
CDW Corp | 113.4M 13.68% | 443.5K | -102.1K ↓18.71% | |
|
CHTR
|
Charter Communications Inc. - Class A | 110.7M 13.35% | 380.9K | +219.0K ↑135.23% | |
|
LAMR
|
Lamar Advertising Co - Class A | 110.0M 13.27% | 921.1K | +60.6K ↑7.04% | |
|
KMX
|
Carmax Inc | 102.2M 12.32% | 1.2M | +77.3K ↑7.05% | |
|
DPZ
|
Dominos Pizza Inc | 85.0M 10.25% | 171.0K | +11.3K ↑7.05% | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 24.3M 2.92% | 423.9K | -511.8K ↓54.69% | |
|
WHD
|
Cactus Inc - Class A | 5.0M 0.6% | 100.0K | +100.0K Newly Added |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
|---|---|---|---|---|
|
|
|
|
|
|