Tom Bancroft
Makaira Partners
Tom Bancroft serves as a 13F manager at Makaira Partners, overseeing a portfolio with a focus on strategic position adjustments. His recent disclosures reveal significant trading activity from August 14, 2024, to February 11, 2026, highlighting a trend of position reductions, increases, and exits across various sectors. Notably, Bancroft has concentrated on companies like Bath & Body Works Inc (BBWI) and Charter Communications Inc (CHTR), with his largest disclosed move being a $74.3 million trim in Progressive Corp (PGR) on February 26, 2025.
Latest Trades
| Company | Value | Action | Change | Price | Last Price |
|---|---|---|---|---|---|
| $15M734.4k shares | TrimQ4 2025 13F | $21M | $22.08 | $21.12 | |
| $9M41.4k shares | TrimQ4 2025 13F | $12M | $215.04 | -- | |
| $34M164k shares | TrimQ4 2025 13F | $11M | $224.96 | $131.24 | |
| $1M159.1k shares | TrimQ4 2025 13F | $9M | $9.34 | $9.99 | |
| $15M120k shares | TrimQ4 2025 13F | $6M | $125.17 | $160.29 | |
| $9M55k shares | TrimQ4 2025 13F | $5M | $156.25 | $266.80 | |
| $6M141.3k shares | TrimQ4 2025 13F | $4M | $41.80 | $53.80 | |
| $8M102.2k shares | AddQ4 2025 13F | $3M | $82.31 | $76.92 | |
| $14M100k shares | TrimQ4 2025 13F | $2M | $147.44 | $130.86 | |
| $15M37k shares | TrimQ4 2025 13F | $551k | $416.82 | $310.87 | |
| $-465.5K | ExitQ4 2025 13F | $466k | $134.15 | $228.73 | |
| $548k2.2k shares | TrimQ4 2025 13F | $3.6k | $247.08 | $253.20 |