Makaira Partners Thomas Bancroft III
Top positions activity
Value History
Quarterly report: Q4 2025
Total portfolio value: $127.9M
| TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
|---|---|---|---|---|---|
|
CHTR
|
Charter Communications Inc. - Class A | 34.2M 26.76% | 164.0K | = | |
|
DPZ
|
Dominos Pizza Inc | 15.4M 12.05% | 37.0K | = | |
|
LAMR
|
Lamar Advertising Co - Class A | 15.2M 11.87% | 120.0K | -50.0K ↓29.41% | |
|
BBWI
|
Bath & Body Works Inc | 14.7M 11.52% | 734.4K | -635.6K ↓46.40% | |
|
CDW
|
CDW Corp | 13.6M 10.64% | 100.0K | = | |
|
BELFB
|
Bel Fuse Inc. - Class B | 9.3M 7.29% | 55.0K | -45.0K ↓45.00% | |
|
LMB
|
Limbach Holdings Inc | 8.0M 6.22% | 102.2K | +50.0K ↑95.71% | |
|
WHD
|
Cactus Inc - Class A | 6.5M 5.04% | 141.3K | -122.1K ↓46.36% |