Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q3 2025
Total portfolio value: $194.7M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CHTR
|
Charter Communications Inc. - Class A | 45.1M 23.16% | 164.0K | -36.2K ↓18.07% | |
|
BBWI
|
Bath & Body Works Inc | 35.3M 18.12% | 1.4M | -469.0K ↓25.50% | |
|
LAMR
|
Lamar Advertising Co - Class A | 20.8M 10.68% | 170.0K | -54.3K ↓24.20% | |
|
DPZ
|
Dominos Pizza Inc | 16.0M 8.2% | 37.0K | -28.0K ↓43.05% | |
|
CDW
|
CDW Corp | 15.9M 8.17% | 100.0K | -55.3K ↓35.61% | |
|
BELFB
|
Bel Fuse Inc. - Class B | 14.1M 7.24% | 100.0K | -146.0K ↓59.35% | |
|
WHD
|
Cactus Inc - Class A | 10.4M 5.33% | 263.4K | -93.6K ↓26.22% | |
|
LMB
|
Limbach Holdings Inc | 5.1M 2.6% | 52.2K | = |
Sold Out Positions
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