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.

History Trades

CompanyValueActionChangePriceLast Price
Charter Communications, Inc.CHTR$-36.7MTrimQ3 2025 13F$37M$302.19$131.24
Bath & Body Works IncBBWI$-19.8MTrimQ3 2025 13F$20M$29.64$21.12
CarMax IncKMX$-18.3MExitQ3 2025 13F$18M$59.71$58.47
Domino's Pizza, Inc.DPZ$-13.3MTrimQ3 2025 13F$13M$454.08$310.87
CDW CorporationCDW$-11.8MTrimQ3 2025 13F$12M$169.95$130.86
BEL FUSE INCBELFB$-9.9MTrimQ3 2025 13F$10M$127.43$266.80
Tom Bancroft (Makaira Partners) trim Unmapped 13F securityPORTFOLIO$21M81.4k sharesTrimQ3 2025 13F$10M$254.00--
Lamar Advertising Company - Class ALAMR$-6.4MTrimQ3 2025 13F$6M$124.23$160.29
Cactus, Inc.WHD$-5.2MTrimQ3 2025 13F$5M$42.06$53.80
Limbach Holdings, Inc.LMB$-2.2MTrimQ3 2025 13F$2M$120.37$76.92
Savers Value Village, Inc.SVV$-665.1KTrimQ3 2025 13F$665k--$9.99
Bel Fuse Inc.BELFA$106.0KAddQ3 2025 13F$106k$109.97$228.73
HEICO CorporationHEI-A$-10.1KTrimQ3 2025 13F$10k$249.95$253.20
The Progressive CorporationPGR$-12.3MExitQ2 2025 13F$12M$274.25$226.58
Charter Communications, Inc.CHTR$8.1MAddQ2 2025 13F$8M$388.67$131.24
Limbach Holdings, Inc.LMB$7.3MOtherQ2 2025 13F$7M$112.88$76.92
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$30M106.4k sharesAddQ2 2025 13F$7M$285.76--
BEL FUSE INCBELFB$5.6MAddQ2 2025 13F$6M$75.46$266.80
Bath & Body Works IncBBWI$5.4MAddQ2 2025 13F$5M$29.28$21.12
Cactus, Inc.WHD$4.7MAddQ2 2025 13F$5M$41.80$53.80
Savers Value Village, Inc.SVV$3.6MAddQ2 2025 13F$4M--$9.99
CarMax IncKMX$-2.9MTrimQ2 2025 13F$3M$67.42$58.47
CDW CorporationCDW$2.8MAddQ2 2025 13F$3M$169.70$130.86
Lamar Advertising Company - Class ALAMR$1.7MAddQ2 2025 13F$2M$115.97$160.29
Domino's Pizza, Inc.DPZ$-574.9KTrimQ2 2025 13F$575k$469.33$310.87
HEICO CorporationHEI-A$103.7KAddQ2 2025 13F$104k$218.76$253.20
Bel Fuse Inc.BELFA$71.2KAddQ2 2025 13F$71k$85.58$228.73
The Progressive CorporationPGR$-66.6MTrimQ1 2025 13F$67M$261.55$226.58
Charter Communications, Inc.CHTR$-54.2MTrimQ1 2025 13F$54M$357.69$131.24
CDW CorporationCDW$-41.7MTrimQ1 2025 13F$42M$181.71$130.86
Lamar Advertising Company - Class ALAMR$-39.1MTrimQ1 2025 13F$39M$121.77$160.29
Bath & Body Works IncBBWI$-38.0MTrimQ1 2025 13F$38M$35.40$21.12
Domino's Pizza, Inc.DPZ$-28.3MTrimQ1 2025 13F$28M$452.30$310.87
Tom Bancroft (Makaira Partners) trim Unmapped 13F securityPORTFOLIO$24M106.4k sharesTrimQ1 2025 13F$28M$221.55--
CarMax IncKMX$-24.5MTrimQ1 2025 13F$25M$80.17$58.47
BEL FUSE INCBELFB$18.4MOtherQ1 2025 13F$18M$76.39$266.80
Cactus, Inc.WHD$-14.9MTrimQ1 2025 13F$15M$46.62$53.80
Savers Value Village, Inc.SVV$-13.6MTrimQ1 2025 13F$14M--$9.99
Liberty Broadband CorpLBRDK$-12.5MExitQ1 2025 13F$13M$80.38$31.34
HEICO CorporationHEI-A$-375.1KTrimQ1 2025 13F$375k$193.77$253.20
Bel Fuse Inc.BELFA$288.3KOtherQ1 2025 13F$288k--$228.73
The Progressive CorporationPGR$-74.3MTrimQ4 2024 13F$74M$251.74$226.58
Lamar Advertising Company - Class ALAMR$-31.5MTrimQ4 2024 13F$31M$130.70$160.29
CDW CorporationCDW$-20.4MTrimQ4 2024 13F$20M$194.26$130.86
Liberty Broadband CorpLBRDK$-17.6MTrimQ4 2024 13F$18M$74.76$31.34
Bath & Body Works IncBBWI$14.2MAddQ4 2024 13F$14M$33.44$21.12
Charter Communications, Inc.CHTR$11.7MAddQ4 2024 13F$12M$361.54$131.24
Domino's Pizza, Inc.DPZ$-10.3MTrimQ4 2024 13F$10M$436.97$310.87
CarMax IncKMX$-6.4MTrimQ4 2024 13F$6M$78.54$58.47
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$51M198.4k sharesAddQ4 2024 13F$4M$258.45--
Showing 1-50 of 98