Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $758.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
PGR
|
Progressive Corp. | 127.1M 16.74% | 798.1K | = | |
|
CDW
|
CDW Corp | 124.0M 16.34% | 545.6K | = | |
|
BBWI
|
Bath & Body Works Inc | 116.5M 15.34% | 2.7M | +200.0K ↑8.01% | |
|
LAMR
|
Lamar Advertising Co - Class A | 91.5M 12.04% | 860.5K | +103.8K ↑13.72% | |
|
KMX
|
Carmax Inc | 84.1M 11.07% | 1.1M | = | |
|
LBRDK
|
Liberty Broadband Corp - Series C | 75.4M 9.93% | 935.7K | -801.2K ↓46.13% | |
|
DPZ
|
Dominos Pizza Inc | 65.8M 8.67% | 159.7K | = | |
|
CHTR
|
Charter Communications Inc. - Class A | 62.9M 8.29% | 161.9K | +161.9K Newly Added | |
|
ZBRA
|
Zebra Technologies Corp. - Class A | 11.0M 1.45% | 40.4K | = |
Sold Out Positions
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES |
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