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Makaira Partners (Tom Bancroft) - FilingSpy

Tom Bancroft

Makaira Partners

Tom Bancroft

$194.73M

Overview Activity Holdings

AUM

$194.73M

Positions

12

Top Position

CHTR 23.2%

Top 10

99%

Activity Summary

9 Decreased 1 Exited

Notable Trades

Largest Exit

KMX

Carmax Inc

272.2K shares

Biggest Decrease

BBWI

Bath & Body Works Inc

-469.0K shares

Portfolio Composition

CHTR23.2%

BBWI18.1%

LAMR10.7%

FLUT10.6%

DPZ8.2%

CDW8.2%

7.2%

WHD5.3%

SVV5.3%

LMB2.6%

Other (2)0.5%