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Makaira Partners (Tom Bancroft) - FilingSpy
Makaira Partners
Tom Bancroft
$539.68M
13F
2013 Q4
49 of 53 quarters
Overview
Activity
Holdings
Buys
CDW
NEW
Cdw Corporation
$77.44M
+3.31M shares
WAIR
Wesco Aircraft Holdings Inc
$92.49M
+ $5.00M
=
$97.50M
4.42M
+28.7K (+0.65%)
QRTEA
Qurate Retail Inc
$68.10M
+ $17.25M
=
$85.36M
2.90M
+6.5K (+0.23%)
IRM
Iron Mountain Incorporated
$49.12M
+ $12.02M
=
$61.14M
1.82M
+196.5K (+10.81%)
CVA
Covanta Holding Corp
$51.60M
+ $7.95M
=
$59.55M
2.41M
+941.2K (+39.00%)
VRSN
VeriSign Inc
$41.07M
+ $7.28M
=
$48.35M
807.1K
+1.8K (+0.22%)
CPLA
Capella Education Co
$38.54M
+ $6.84M
=
$45.38M
681.4K
+1.7K (+0.25%)
CXW
Corecivic Inc
$41.15M
+ $498.0K
=
$41.65M
1.19M
+107.6K (+9.03%)
TWC
Time Warner Cable Inc
$19.16M
+ $4.16M
=
$23.32M
171.7K
+400 (+0.23%)
Sells
CDW
EXIT
Cdw Corporation
$56.17M
- $56.17M
=
Closed
-2.46M shares (100%)
QRTEA
EXIT
Qurate Retail Inc
$13.55M
- $13.55M
=
Closed
-153.7K shares (100%)
