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 Holdings
| Holding | Reported Value | Weight | Shares | Last Price | Est. Value | Return |
|---|---|---|---|---|---|---|
| $34M | 27% | 164k | $131.24 | $22M | -37.1% | |
| $15M | 12% | 37k | $310.87 | $12M | -25.4% | |
| $15M | 12% | 120k | $160.29 | $19M | +26.6% | |
| $15M | 12% | 734.4k | $21.12 | $16M | +5.18% | |
| $14M | 11% | 100k | $130.86 | $13M | -3.92% | |
| $9M | 7.3% | 55k | $266.80 | $15M | +57.3% | |
| $9M | 7% | 41.4k | -- | -- | -- | |
| $8M | 6.2% | 102.2k | $76.92 | $8M | -1.19% | |
| $6M | 5% | 141.3k | $53.80 | $8M | +17.8% | |
| $1M | 1.2% | 159.1k | $9.99 | $2M | +6.96% | |
| $548k | 0.4% | 2.2k | $253.20 | $550k | +0.3% |