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
Savers Value Village, Inc.SVV$-3.0MTrimQ4 2024 13F$3M--$9.99
Cactus, Inc.WHD$-2.9MTrimQ4 2024 13F$3M--$53.80
HEICO CorporationHEI-A$-79.2KTrimQ4 2024 13F$79k$201.62$244.25
Tom Bancroft (Makaira Partners) other Unmapped 13F securityPORTFOLIO$47M199.3k sharesOtherQ3 2024 13F$47M$237.28--
Bath & Body Works IncBBWI$-21.1MTrimQ3 2024 13F$21M$33.16$21.12
Domino's Pizza, Inc.DPZ$-17.9MTrimQ3 2024 13F$18M$434.56$319.83
Lamar Advertising Company - Class ALAMR$-11.7MTrimQ3 2024 13F$12M$122.12$158.91
Liberty Broadband CorpLBRDK$7.2MAddQ3 2024 13F$7M$61.75$31.34
Charter Communications, Inc.CHTR$4.8MAddQ3 2024 13F$5M$324.08$129.22
CDW CorporationCDW$-3.5MTrimQ3 2024 13F$3M$221.99$130.86
Savers Value Village, Inc.SVV$-3.3MTrimQ3 2024 13F$3M--$9.99
Cactus, Inc.WHD$2.4MAddQ3 2024 13F$2M--$53.80
The Progressive CorporationPGR$2.1MAddQ3 2024 13F$2M$232.50$205.90
CarMax IncKMX$444.1KAddQ3 2024 13F$444k$79.07$58.47
HEICO CorporationHEI-A$88.2KAddQ3 2024 13F$88k$189.58$244.25
CarMax IncKMX$-50.4MTrimQ2 2024 13F$50M$72.06$58.47
Bath & Body Works IncBBWI$-29.2MTrimQ2 2024 13F$29M$45.90$21.12
Savers Value Village, Inc.SVV$27.4MOtherQ2 2024 13F$27M--$9.99
CDW CorporationCDW$-22.9MTrimQ2 2024 13F$23M$231.92$130.86
Cactus, Inc.WHD$21.3MAddQ2 2024 13F$21M--$53.80
The Progressive CorporationPGR$-2.6MTrimQ2 2024 13F$3M$209.31$205.90
Lamar Advertising Company - Class ALAMR$-2.2MTrimQ2 2024 13F$2M$116.37$158.91
Domino's Pizza, Inc.DPZ$1.4MAddQ2 2024 13F$1M$509.78$319.83
Liberty Broadband CorpLBRDK$-1.3MTrimQ2 2024 13F$1M$51.63$31.34
Charter Communications, Inc.CHTR$735.7KAddQ2 2024 13F$736k$272.92$129.22
HEICO CorporationHEI-A$104.5KAddQ2 2024 13F$105k$168.95$244.25
Liberty Broadband CorpLBRDK$-51.1MTrimQ1 2024 13F$51M--$31.34
Charter Communications, Inc.CHTR$47.8MAddQ1 2024 13F$48M$321.44$129.22
The Progressive CorporationPGR$26.6MAddQ1 2024 13F$27M$185.54$205.90
Domino's Pizza, Inc.DPZ$19.1MAddQ1 2024 13F$19M$433.97$319.83
Lamar Advertising Company - Class ALAMR$18.5MAddQ1 2024 13F$19M$109.64$158.91
CarMax IncKMX$18.1MAddQ1 2024 13F$18M$75.64$58.47
Zebra Technologies CorpZBRA$-11.0MExitQ1 2024 13F$11M$267.63$255.17
CDW CorporationCDW$-10.6MTrimQ1 2024 13F$11M$237.51$130.86
Bath & Body Works IncBBWI$7.3MAddQ1 2024 13F$7M$44.91$21.12
Cactus, Inc.WHD$5.0MOtherQ1 2024 13F$5M--$53.80
HEICO CorporationHEI-A$114.6KAddQ1 2024 13F$115k$148.03$244.25
Tom Bancroft (Makaira Partners) exit Unmapped 13F securityPORTFOLIO$-91.4MExitQ4 2023 13F$91M----
Tom Bancroft (Makaira Partners) trim Unmapped 13F securityPORTFOLIO$75M935.7k sharesTrimQ4 2023 13F$83M$80.59--
Tom Bancroft (Makaira Partners) other Unmapped 13F securityPORTFOLIO$63M161.9k sharesOtherQ4 2023 13F$63M$388.68--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$116M2.7M sharesAddQ4 2023 13F$32M$43.16--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$91M860.5k sharesAddQ4 2023 13F$28M$106.28--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$127M798.1k sharesAddQ4 2023 13F$16M$159.28--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$124M545.6k sharesAddQ4 2023 13F$14M$227.32--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$84M1.1M sharesAddQ4 2023 13F$7M$76.74--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$66M159.7k sharesAddQ4 2023 13F$5M$412.23--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$11M40.4k sharesAddQ4 2023 13F$1M$273.33--
Tom Bancroft (Makaira Partners) add Unmapped 13F securityPORTFOLIO$605k4.2k sharesAddQ4 2023 13F$56k$142.44--
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