FilingSpy

Makaira Partners (Tom Bancroft) - FilingSpy

Tom Bancroft

Makaira Partners

Tom Bancroft

$687.92M

Overview Activity Holdings

AUM

$687.92M

Positions

13

Top Position

WAIR 17.8%

Top 10

99%

Activity Summary

2 New positions 1 Increased 1 Decreased 1 Exited

Notable Trades

Largest New

QRTEA

Qurate Retail Inc

$9.18M

Biggest Increase

QRTEA

Qurate Retail Inc

+67.0K shares

Largest Exit

QRTEA

Qurate Retail Inc

415.0K shares

Biggest Decrease

CACC

Credit Acceptance Corp

-135.0K shares

Portfolio Composition

WAIR17.8%

QRTEA17.3%

ZBRA14.7%

CDW13.9%

VMI13.6%

COMM10.6%

7.9%

MMS1.1%

Other (3)0.9%