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 Wins
| Position | Reported Price | Last Price | Est. P/L | Return | Est. Value |
|---|---|---|---|---|---|
| $169.63 | $266.80 | +$5M | +57.3% | $15M | |
| $126.58 | $160.29 | +$4M | +26.6% | $19M | |
| $45.68 | $53.80 | +$1M | +17.8% | $8M | |
| $9.34 | $9.99 | +$103k | +6.96% | $2M | |
| $20.08 | $21.12 | +$764k | +5.18% | $16M | |
| $252.43 | $253.20 | +$1.7k | +0.3% | $550k |