Tom Bancroft - Makaira Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    0
Portfolio value:    $0
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q4 2025
☰ LMB - Limbach Hldgs Inc Add 95.71% 50,000 3.04
Q2 2025
☰ WHD - Cactus Cl A Ord Add 50.63% 120,000 1.60
☰ BBWI - Bath And Body Works Ord Add 12.20% 200,000 1.82
☰ LMB - Limbach Holdings Ord Buy 52,239 2.23
Q1 2025
☰ BELFB - Bel Fuse Inc. CL B Buy 245,999 6.17
☰ BELFA - Bel Fuse Inc. Buy 4,001 0.10
Q4 2024
☰ CHTR - Charter Communications Add 4.05% 14,510 0.78
Q3 2024
☰ SVV - Savers Value Village Ord Add 2.23% 49,930 0.07
☰ FLUT - Flutter Entertainment Plc Buy 199,320 6.08
Q2 2024
☰ WHD - Cactus Cl A Ord Add 399.58% 399,581 2.74
☰ SVV - Savers Value Village Ord Buy 2,240,000 3.56
Q1 2024
☰ CHTR - Charter Communications Add 135.23% 218,987 7.68
☰ HEI.A - HEICO Corp. CL A Add 10.05% 427 0.01
☰ DPZ - Dominos Pizza Inc. Add 7.05% 11,261 0.68
☰ KMX - CarMax Inc. Add 7.05% 77,267 0.81
☰ LAMR - Lamar Advertising Co. Add 7.04% 60,612 0.87
☰ WHD - Cactus Cl A Ord Buy 100,000 0.60
Q4 2023
☰ LAMR - Lamar Advertising Co. Add 13.72% 103,818 1.45
☰ BBWI - Bath And Body Works Ord Add 8.01% 200,000 1.14
☰ CHTR - Charter Communications Buy 161,935 8.29
Q3 2023
☰ LAMR - Lamar Advertising Co. Add 31.70% 182,111 1.98
☰ ZBRA - Zebra Technologies Corp. Add 2.20% 870 0.03
☰ CDW - CDW Corp. Add 2.08% 11,130 0.29
☰ DPZ - Dominos Pizza Inc. Add 2.08% 3,260 0.16
☰ KMX - CarMax Inc. Add 2.08% 22,345 0.21
☰ LBRDK - Liberty Broadband Corp. CL C Add 2.08% 35,425 0.42
☰ PGR - Progressive Corp. Add 2.08% 16,280 0.30
Q2 2023
☰ BBWI - Bath And Body Works Ord Add 4.59% 110,383 0.55
☰ ATVI - Activision Blizzard Ord Add 1.80% 20,400 0.23
☰ CDW - CDW Corp. Add 1.80% 9,470 0.24
☰ KMX - CarMax Inc. Add 1.80% 18,970 0.21
☰ LAMR - Lamar Advertising Co. Add 1.80% 10,140 0.14
☰ PGR - Progressive Corp. Add 1.80% 13,830 0.25
☰ DPZ - Dominos Pizza Inc. Add 1.79% 2,750 0.13
☰ LBRDK - Liberty Broadband Corp. CL C Add 1.79% 30,000 0.33
☰ HEI.A - HEICO Corp. CL A Add 1.19% 50 0.00
Q1 2023
☰ DPZ - Dominos Pizza Inc. Add 329.39% 117,920 5.08
☰ ZBRA - Zebra Technologies Corp. Add 10.89% 17,510 0.73
☰ LBRDK - Liberty Broadband Corp. CL C Add 10.87% 163,820 1.75
☰ CDW - CDW Corp. Add 10.86% 51,430 1.31
☰ KMX - CarMax Inc. Add 10.86% 103,280 0.87
☰ LAMR - Lamar Advertising Co. Add 10.86% 55,310 0.72
☰ PGR - Progressive Corp. Add 10.86% 75,230 1.40
☰ BBWI - Bath And Body Works Ord Add 0.42% 10,160 0.05
Q4 2022
☰ DPZ - Dominos Pizza Inc. Add 49.17% 11,800 0.59
☰ LAMR - Lamar Advertising Co. Add 13.09% 58,910 0.81
☰ BBWI - Bath And Body Works Ord Add 2.77% 64,620 0.40
☰ ATVI - Activision Blizzard Ord Add 2.74% 42,877 0.48
☰ PGR - Progressive Corp. Add 2.70% 18,207 0.34
☰ KMX - CarMax Inc. Add 2.67% 24,692 0.22
☰ LBRDK - Liberty Broadband Corp. CL C Add 2.65% 38,980 0.43
☰ CDW - CDW Corp. Add 2.50% 11,563 0.30
☰ ZBRA - Zebra Technologies Corp. Add 2.42% 3,795 0.14
☰ HEI.A - HEICO Corp. CL A Add 0.66% 350 0.01
☰ FRCB - First Republic Bank Ord Buy 75,000 1.33
Q3 2022
☰ LAMR - Lamar Advertising Co. Add 221.57% 310,191 4.24
☰ HEI.A - HEICO Corp. CL A Add 55.27% 18,896 0.36
☰ ZBRA - Zebra Technologies Corp. Add 52.61% 54,127 2.35
☰ CDW - CDW Corp. Add 52.48% 159,000 4.11
☰ LBRDK - Liberty Broadband Corp. CL C Add 52.26% 504,077 6.16
☰ KMX - CarMax Inc. Add 52.24% 317,824 3.47
☰ PGR - Progressive Corp. Add 52.19% 231,313 4.45
☰ BBWI - Bath And Body Works Ord Add 52.07% 797,574 4.30
☰ ATVI - Activision Blizzard Inc Add 36.19% 416,167 5.12
☰ DPZ - Dominos Pizza Inc. Buy 24,000 1.23
Q2 2022
☰ KMX - CarMax Inc. Add 32.72% 150,000 3.06
☰ BBWI - Bath & Body Works Inc Buy 1,531,605 9.31
☰ LAMR - Lamar Advertising Co. Buy 140,000 2.78
Q1 2022
☰ ATVI - Activision Blizzard Inc Add 62.50% 500,000 9.30
Q4 2021
☰ PGR - Progressive Corp. Add 486.25% 367,603 6.88
☰ LBRDK - Liberty Broadband Corp. CL C Add 4.89% 45,000 1.32
☰ CDW - CDW Corp. Add 4.84% 14,000 0.52
☰ KMX - CarMax Inc. Add 4.80% 21,000 0.50
☰ ATVI - Activision Blizzard Inc Buy 800,000 9.71
Q3 2021
☰ BBWI - Bath & Body Works Inc Buy 1,348,654 17.97
☰ VSXY - Victoria's Secret & Co. Buy 339,738 3.97
☰ PGR - Progressive Corp. Buy 75,600 1.44
Q4 2020
☰ LBRDK - Liberty Broadband Corp. CL C Add 50.57% 308,845 11.26
☰ CDK - Cdk Global Inc Add 7.63% 50,000 0.60
Q2 2020
☰ CDK - Cdk Global Inc Add 18.56% 102,524 1.32
Q1 2020
☰ KMX - CarMax Inc. Add 56.27% 210,000 3.18
☰ GLIBA - Gci Liberty Inc - Class A Add 16.37% 132,474 2.12
☰ QVCAQ - Qurate Retail Inc - Series A Add 15.00% 750,000 1.29
☰ LB - L Brands Inc Add 10.46% 200,000 0.65
☰ CDK - Cdk Global Inc Buy 552,435 5.11
☰ IAA - Iaa Inc Buy 469,116 3.95
☰ HEI.A - HEICO Corp. CL A Buy 34,191 0.61
☰ WHD - Cactus Inc - A Buy 150,000 0.49
☰ HEI - Heico Corp Buy 15,000 0.31
Q4 2019
☰ QVCAQ - Qurate Retail Inc-Series A Add 5.90% 278,389 0.52
Q3 2019
☰ LB - L Brands Inc Add 3.76% 100,000 0.31
Q2 2019
☰ FOXA - Fox Corporation Buy 237,500 1.26
Q4 2018
☰ LBRDK - Liberty Broadband Corp. CL C Add 111.42% 672,931 6.30
☰ CAAP - Corp America Airports SA Add 10.56% 140,000 0.12
☰ QVCAQ - Qurate Retail Inc Add 6.04% 408,000 1.04
☰ KMX - CarMax Inc. Buy 735,000 5.99
Q3 2018
☰ CAAP - Corp America Airports SA Add 23.23% 250,000 0.22
☰ GLIBA - Gci Liberty Inc Add 14.58% 339,639 1.80
☰ LB - L Brands Inc Add 11.89% 400,000 1.26
☰ QVCAQ - Qurate Retail Inc Add 4.11% 266,500 0.62
Q2 2018
☰ LB - L Brands Inc Add 33.32% 840,790 3.52
☰ VISN - Commscope Holding Co Inc Add 32.97% 451,611 1.50
☰ GLIBA - Gci Liberty Inc Add 21.48% 411,961 2.11
☰ CAAP - Corp America Airports SA Add 10.81% 104,979 0.10
☰ IRM - Iron Mtn Inc Add 0.74% 13,370 0.05
☰ QVCAQ - Qurate Retail Inc Buy 6,488,097 15.61
☰ LBRDK - Liberty Broadband Corp. CL C Buy 603,970 5.19
Q1 2018
☰ LB - L Brands Inc Add 235.49% 1,771,382 9.41
☰ WAIR - Wesco Aircraft Hldgs Inc Add 6.33% 643,610 0.92
☰ IRM - Iron Mtn Inc Add 1.44% 25,725 0.12
☰ GLIBA - Gci Liberty Inc Buy 1,918,082 14.10
☰ CAAP - Corp America Airports SA Buy 971,400 1.67
Q4 2017
☰ LVNTB - Liberty Interactive Corp Add 267.30% 1,259,253 10.11
☰ CDW - CDW Corp. Add 6.05% 113,950 1.17
☰ ZBRA - Zebra Technologies Corp. Add 6.05% 72,800 1.12
☰ VMI - Valmont Inds Inc Add 6.04% 17,990 0.44
☰ CACC - Credit Acceptance Corp. Add 5.41% 1,200 0.06
☰ MMS - Maximus Inc Add 4.64% 6,600 0.07
☰ LB - L Brands Inc Buy 752,200 6.70
Q3 2017
☰ LVNTB - Liberty Interactive Corp Add 16.05% 65,150 0.63
☰ VISN - Commscope Hldg Co Inc Add 14.10% 285,200 1.59
☰ WAIR - Wesco Aircraft Hldgs Inc Add 5.43% 523,880 0.83
Q2 2017
☰ WAIR - Wesco Aircraft Hldg Inc Add 18.04% 1,474,630 2.75
☰ IRM - Iron Mtn Inc Add 17.72% 290,655 1.72
☰ CACC - Credit Acceptance Corp. Add 11.26% 2,252 0.10
☰ LEXEA - Liberty Expedia Holdings Inc Add 8.90% 14,775 0.14
☰ CHUBA - Commercehub Inc Add 8.58% 3,525 0.01
☰ CHUBK - Commercehub Inc Add 8.58% 7,049 0.02
☰ LVNTB - Liberty Ventures Add 6.30% 24,068 0.22
☰ MMS - Maximus Inc Add 6.30% 8,480 0.09
☰ CDW - CDW Corp. Add 5.46% 98,142 1.06
☰ VMI - Valmont Industries Inc Add 5.40% 15,356 0.40
☰ VISN - Commscope Holding Co Inc Add 5.33% 102,318 0.67
☰ ZBRA - Zebra Technologies Corp. Add 4.81% 55,554 0.96
Q1 2017
☰ LVNTB - Liberty Ventures Add 53.38% 132,900 1.13
Q4 2016
☰ LVNTB - Liberty Ventures Buy 248,981 1.61
☰ LEXEA - Liberty Expedia Holdings Inc Buy 165,987 1.16
Q3 2016
☰ VISN - Commscope Holding Co Inc Add 27.27% 419,829 2.32
☰ WAIR - Wesco Aircraft Hldg Inc Add 1.87% 150,000 0.37
☰ CHUBK - Commercehub Inc Buy 82,183 0.24
☰ CHUBA - Commercehub Inc Buy 41,092 0.12
Q2 2016
☰ WAIR - Wesco Aircraft Hldg Inc Add 0.08% 6,358 0.01
☰ ZBRA - Zebra Technologies Corp. Buy 1,370,227 11.32
☰ VISN - Commscope Holding Co Inc Buy 1,539,300 7.88
☰ CACC - Credit Acceptance Corp. Buy 205,000 6.26
Q1 2016
☰ MMS - Maximus Inc. Add 231.36% 308,400 3.04
☰ WAIR - Wesco Aircraft Hldg Inc Add 5.55% 421,741 1.14
☰ IRM - Iron Mtn Inc Add 2.19% 65,700 0.42
☰ CPLA - Capella Education Co Add 1.46% 10,000 0.10
Q4 2015
☰ CPLA - Capella Education Co Add 15.40% 91,611 0.81
☰ IRM - Iron Mtn Inc Add 14.74% 385,587 1.97
☰ WAIR - Wesco Aircraft Hldg Inc Add 3.76% 274,997 0.62
☰ VMI - Valmont Industries Inc Add 3.01% 25,000 0.50
Q3 2015
☰ VMI - Valmont Industries Inc Add 67.21% 334,119 5.86
☰ IRM - Iron Mtn Inc Add 19.97% 435,507 2.50
☰ CPLA - Capella Education Co Add 10.97% 58,823 0.54
☰ CVA - Covanta Holding Corp Add 9.91% 298,300 0.96
☰ LVNTA - Liberty Ventures Add 2.56% 10,500 0.08
☰ KEX - Kirby Corp. Buy 67,600 0.77
Q2 2015
☰ VMI - Valmont Industries Inc Add 148.55% 297,100 6.19
☰ CPLA - Capella Education Co Add 80.86% 239,690 2.25
☰ 3UB - Ubiquity Networks Add 38.05% 315,113 1.76
☰ IRM - Iron Mtn Inc Buy 2,180,610 11.84
☰ LVNTA - Liberty Ventures Buy 409,694 2.82
☰ DORM - Dorman Products Buy 289,966 2.42
Q1 2015
☰ VMI - Valmont Industries Inc Add 58.09% 73,487 1.97
☰ WAIR - Wesco Aircraft Hldg Inc Add 0.21% 15,700 0.05
☰ 3UB - Ubiquity Networks Buy 828,195 5.33
Q4 2014
☰ VMI - Valmont Industries Inc Add 27.25% 27,092 0.74
☰ WAIR - Wesco Aircraft Hldg Inc Add 27.23% 1,563,685 4.69
☰ MMS - Maximus Inc. Buy 135,000 1.59
Q3 2014
☰ WAIR - Wesco Aircraft Hldg Inc Add 15.06% 751,724 2.66
Q2 2014
☰ VRSN - Verisign Inc. Add 22.76% 252,324 2.37
☰ WAIR - Wesco Aircraft Hldg Inc Add 12.22% 543,335 2.09
Q1 2014
☰ VRSN - Verisign Inc. Add 37.09% 300,000 3.41
☰ CVA - Covanta Holding Corp Add 0.32% 10,700 0.04
☰ VMI - Valmont Industries Inc Buy 100,000 3.14
Q4 2013
☰ CVA - Covanta Holding Corp Add 39.00% 941,247 3.68
☰ IRM* - Iron Mtn Inc Add 10.81% 196,542 1.31
☰ CXW* - Corrections Corp Add 9.03% 107,606 0.76
☰ WAIR - Wesco Aircraft Hldg Inc Add 0.65% 28,679 0.14
☰ CPLA - Capella Education Co Add 0.25% 1,700 0.02
☰ TWC - Time Warner Cable Inc Add 0.23% 400 0.01
☰ VRSN - Verisign Inc. Add 0.22% 1,750 0.02
☰ CDW - CDW Corp. Buy 3,314,988 17.04
Q3 2013
☰ CXW* - Corrections Corp Add 42.13% 353,020 3.03
☰ CDWC - Cdw Corp Add 39.41% 695,523 3.94
☰ WAIR - Wesco Aircraft Hldg Inc Add 12.76% 500,000 2.60
☰ IRM* - Iron Mtn Inc Add 7.87% 132,696 0.89
Q2 2013
☰ IRM* - Iron Mtn Inc Add 105.18% 863,943 5.80
☰ VRSN - Verisign Inc. Add 62.83% 311,415 3.51
☰ CXW* - Corrections Corp Add 55.07% 297,600 2.55
☰ TWC - Time Warner Cable Inc Add 40.82% 107,740 3.06
☰ CVA - Covanta Holding Corp Add 37.92% 663,600 3.35
☰ LVNTA - Liberty Ventures Series A Add 37.10% 41,600 0.89
☰ WAIR - Wesco Aircraft Hldg Inc Buy 3,919,089 18.37
☰ CDWC - Cdw Corp Buy 1,764,706 8.30
☰ CPLA - Capella Education Co Buy 681,357 7.16
Q1 2013
☰ TWC - Time Warner Cable Inc Add 98.09% 130,700 5.73
☰ VRSN - Verisign Inc. Buy 495,680 10.69
Q4 2012
☰ IRM* - Iron Mtn Inc Add 51.33% 280,956 5.11
☰ LVNTA - Liberty Ventures Series A Add 36.69% 41,411 1.64
☰ CVA - Covanta Hldg Corp Add 29.21% 399,641 4.31
☰ WU - Western Union Co. Add 21.72% 671,571 5.35
Q3 2012
☰ CVA - Covanta Hldg Corp Add 146.49% 813,015 8.46
☰ WU - Western Union Co. Add 119.38% 1,682,851 18.61
☰ LOW - Lowe's Cos. Add 117.03% 478,525 8.78
☰ IRM* - Iron Mtn Inc Add 34.76% 141,178 2.92
☰ CXW* - Corrections Corp Amer New Com Add 25.75% 114,727 2.33
☰ LVNTA - Liberty Ventures Series A Buy 112,853 3.40
☰ LVNAR - Liberty Ventures Series A Rights Buy 27,426 0.23
Q2 2012
☰ WU - Western Union Co. Add 28.16% 309,710 6.05
☰ CVA - Covanta Hldg Corp Add 9.78% 49,435 0.98
☰ IRM* - Iron Mtn Inc Add 5.35% 20,635 0.79
Q1 2012
☰ TWC - Time Warner Cable Inc Add 1.34% 2,400 0.24
☰ WU - Western Union Co. Add 1.01% 11,000 0.23
☰ CXW* - Corrections Corp Amer New Com Add 0.95% 4,900 0.16
☰ CVA - Covanta Hldg Corp Add 0.79% 3,950 0.08
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