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.
Performance
Estimated 1Y return chains four quarterly returns using each quarter's disclosed 13F holdings and available quarter-end prices from Dec 30, 2024, 7:00 PM EST through Dec 30, 2025, 7:00 PM EST. Unpriced positions are excluded, price coverage is shown, and a missing 13F period is treated as an empty disclosed portfolio. Adjusted prices are used when available. It is not an official fund return.