Tom Bancroft
Makaira Partners · SEC CIK 1540866
Few names, long horizon, owner mindset.
Q4 2025
Latest 13F
$127.90M
Filed US book
11
Positions
Largest holdings, as filed
Top 11 of 11 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| CHARTER COMMUNICATIONS INC N | CHTR | $34.23M | 26.8% |
| DOMINOS PIZZA INC | DPZ | $15.42M | 12.1% |
| LAMAR ADVERTISING CO NEW | LAMR | $15.19M | 11.9% |
| BATH & BODY WORKS INC | BBWI | $14.75M | 11.5% |
| CDW CORP | CDW | $13.62M | 10.7% |
| BEL FUSE INC | BELFB | $9.33M | 7.3% |
| FLUTTER ENTMT PLC | $8.91M | 7.0% | |
| LIMBACH HLDGS INC | LMB | $7.96M | 6.2% |
| CACTUS INC | WHD | $6.45M | 5.0% |
| SAVERS VALUE VLG INC | SVV | $1.49M | 1.2% |
| HEICO CORP NEW | HEI/A | $548.0K | 0.4% |
Inside the app: the full book for Makaira Partners, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.