Thomas Bancroft — Makaira Partners LLC
Thomas BancroftMakaira Partners LLC
| Ticker | Company | Shares | Reported value | Portfolio weight |
|---|---|---|---|---|
| CHTR | Charter Communications, Inc. | 164,000 | $34.2M | 26.8% |
| DPZ | Domino's Pizza, Inc. | 37,000 | $15.4M | 12.1% |
| LAMR | Lamar Advertising Company | 120,000 | $15.2M | 11.9% |
| BBWI | Bath & Body Works, Inc. | 734,355 | $14.7M | 11.5% |
| CDW | CDW Corporation | 100,000 | $13.6M | 10.7% |
| BELFB | Bel Fuse Inc. | 55,000 | $9.3M | 7.3% |
| FLUT | Flutter Entertainment plc | 41,422 | $8.9M | 7.0% |
| LMB | Limbach Holdings, Inc. | 102,239 | $8.0M | 6.2% |
| WHD | Cactus, Inc. | 141,286 | $6.5M | 5.0% |
| SVV | Savers Value Village, Inc. | 159,110 | $1.5M | 1.2% |
13F filings are quarterly, published up to 45 days after quarter end, and report only long U.S.-listed equity positions. They are not a complete or current picture of any portfolio.