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.
Biggest Losses
| Position | Reported Price | Last Price | Est. P/L | Return | Est. Value |
|---|---|---|---|---|---|
| $208.75 | $131.24 | -$13M | -37.1% | $22M | |
| $416.82 | $310.87 | -$4M | -25.4% | $12M | |
| $136.20 | $130.86 | -$534k | -3.92% | $13M | |
| $77.85 | $76.92 | -$95k | -1.19% | $8M |