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Tom Bancroft
Makaira Partners
Portfolio Value: $127.9M
Holdings: 11
Period: Q4 2025
| Stock | MOI Signal Rank▼ | % of Portfolio▼ | Recent Activity▼ | Shares | Value▼ | Reported Price | Current Price | Change▼ |
|---|---|---|---|---|---|---|---|---|
| LMB | 5.8 | 6.22% | Add 96% | 102.2K | $8.0M | $77.85 | — | — |
| CHTR | 4.1 | 26.77% | Hold | 164.0K | $34.2M | $208.75 | — | — |
| 25754A201 | 2.7 | 12.06% | Hold | 37.0K | $15.4M | $416.82 | — | — |
| CDW | 2.5 | 10.65% | Hold | 100.0K | $13.6M | $136.20 | — | — |
| HEI-A | 1.6 | 0.43% | Hold | 2.2K | $548K | $252.43 | — | — |
| LAMR | 0.0 | 11.88% | Reduce 29% | 120.0K | $15.2M | $126.58 | — | — |
| BBWI | 0.0 | 11.53% | Reduce 46% | 734.4K | $14.7M | $20.08 | — | — |
| BELFB | 0.0 | 7.29% | Reduce 45% | 55.0K | $9.3M | $169.63 | — | — |
| FLUT | 0.0 | 6.96% | Reduce 49% | 41.4K | $8.9M | $215.04 | — | — |
| WHD | 0.0 | 5.05% | Reduce 46% | 141.3K | $6.5M | $45.68 | — | — |
| SVV | 0.0 | 1.16% | Reduce 80% | 159.1K | $1.5M | $9.34 | — | — |
| BELFB | 0.0 | 0.00% | Sell 100% | 0 | $0 | — | — | — |