Tom Bancroft
Makaira Partners
| Stock 12 | % of Portfolio Weight of this holding as a percentage of the total portfolio | Value Total dollar value of the position (shares x price) | Shares Number of shares held | Reported Price Price per share as reported in the SEC filing | Recent Activity Activity in the most recent 13F filing with percentage change | Current Price within 52W Range Current stock price positioned within the 52-week high/low range | +/- Reported Price Percentage change from the filing reported price to the current price. Green = gain, Red = loss |
|---|---|---|---|---|---|---|---|
 C CHTR Charter Communications, Inc. | 26.77% | $34.23M | 164,000 | $208.75 | — | $219.79 $182.81 $427.25 | +5.29% |
 D DPZ DOMINOS PIZZA INC | 12.06% | $15.42M | 37,000 | $416.81 | — | $370.82 $348.14 $489.23 | -11.03% |
 L LAMR Lamar Advertising Co-A | 11.88% | $15.19M | 120,000 | $126.58 | Reduce 29.41% | $127.64 $97.19 $137.52 | +0.84% |
 B BBWI Bath & Body Works, Inc. | 11.53% | $14.74M | 734,355 | $20.08 | Reduce 46.40% | $18.57 $14.73 $32.85 | -7.51% |
 C CDW CDW CORP | 10.65% | $13.62M | 100,000 | $136.20 | — | $122.01 $113.48 $187.53 | -10.42% |
 B BELFB BEL FUSE INC | 7.29% | $9.33M | 55,000 | $169.62 | Reduce 45.00% | $204.65 $60.67 $238.40 | +20.65% |
 F FLUT Flutter Entertainment PLC | 6.96% | $8.91M | 41,422 | $215.03 | Reduce 49.13% | $106.38 $99.50 $308.60 | -50.53% |
 L LMB LIMBACH HLDGS INC | 6.22% | $7.96M | 102,239 | $77.85 | Add 95.71% | $80.42 $65.92 $149.53 | +3.31% |
 C WHD CACTUS CL A ORD | 5.05% | $6.45M | 141,286 | $45.67 | Reduce 46.36% | $47.79 $33.20 $58.61 | +4.63% |
 S SVV SAVERS VALUE VLG INC | 1.16% | $1.49M | 159,110 | $9.34 | Reduce 79.60% | $7.50 $7.11 $13.71 | -19.70% |
 H HEI-A HEICO CORP NEW | 0.43% | $548.00K | 2,171 | $252.42 | — | $211.04 $185.98 $276.13 | -16.39% |
 B BELFA BEL FUSE INC | 0.00% | $0 | 0 | $0.00 | Sold | $166.58 $53.95 $227.42 | — |
News about Tom Bancroft's top holdings
Frequently Asked Questions
What stocks does Tom Bancroft own in 2026?
As of Q1 2026, Tom Bancroft's Makaira Partners holds 12 stocks worth $127.89M. The largest position is CHTR. Data from SEC 13F filing dated 2026-02-11 00:00:00.000Z.
What did Tom Bancroft buy and sell recently?
View the Activity tab above to see which positions Tom Bancroft added, increased, decreased, or sold in Q1 2026. The activity data comes from comparing consecutive 13F filings.
What is Tom Bancroft's top stock holding?
The largest position is CHTR. Tom Bancroft's Makaira Partners holds 12 total positions worth $127.89M. Visit the holdings table above to see the complete portfolio ranked by position size.
What sectors does Tom Bancroft invest in?
Tom Bancroft's portfolio of 12 stocks is diversified across multiple sectors. The portfolio is most concentrated in the Consumer Cyclical sector. The sector chart above shows the full allocation breakdown by portfolio value.
What is Tom Bancroft's investment strategy?
Tom Bancroft manages Makaira Partners using a value investment approach. The portfolio currently holds 12 positions with total assets of $127.89M. The portfolio is most concentrated in the Consumer Cyclical sector.
What is Tom Bancroft's portfolio worth in 2026?
Tom Bancroft's Makaira Partners manages $127.89M in disclosed 13F holdings across 12 positions as of Q1 2026. This represents the total market value of equity positions reported to the SEC.
How often does Tom Bancroft update portfolio holdings?
Tom Bancroft's Makaira Partners files 13F reports with the SEC quarterly. The most recent filing is dated 2026-02-11 00:00:00.000Z, covering holdings as of Q1 2026. New data appears within 24 hours of each filing.
How do I track Tom Bancroft's portfolio changes over time?
Use the Activity tab to compare Tom Bancroft's holdings across quarters. You can see new positions, additions, reductions, and exits for each quarter going back multiple years. The data comes from Makaira Partners's SEC 13F filings.