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Makaira Partners (Tom Bancroft) - FilingSpy

Tom Bancroft

Makaira Partners

Tom Bancroft

$651.07M

Overview Activity Holdings

AUM

$651.07M

Positions

12

Top Position

WAIR 17.0%

Top 10

97%

Activity Summary

2 New positions 3 Increased 2 Exited

Notable Trades

Largest New

IRM

Iron Mountain Incorporated

$67.60M

Biggest Increase

VMI

Valmont Industries Inc

+297.1K shares

Largest Exit

IRM

Iron Mountain Incorporated

616.6K shares

Portfolio Composition

WAIR17.0%

VRSN12.9%

CDW12.5%

QRTEA12.3%

IRM10.4%

CVA9.8%

9.1%

UI5.6%

CPLA4.4%

Other (2)3.5%