Compounder

Tom Bancroft

Net selling

Makaira Partners LLC — managed by Tom Bancroft; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-03-31 (filed 2026-05-15) · Source: SEC EDGAR

Portfolio value$0（−100%）
Holdings1（−10）
Latest period2026-03-31
Top holdingNone
Portfolio overview

Makaira Partners LLC's most recent 13F filing, for the quarter ended 2026-03-31, reports 1 positions worth $0. The top 1 holdings represent 0% of that value, a broadly diversified portfolio.

The single largest position is None at 0.0% of the portfolio.

Against the prior quarter, Tom Bancroft opened 1 new position, exited 11, added to 0, and trimmed 0. The largest new buy was None. The most notable sale was the full exit from Bath & Body Works Inc.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Holdings
  • None
    Value$0Weight (prev→now)New · 0.0%
Exited this quarter (11)Charter Communications Inc N、Dominos Pizza Inc、Lamar Advertising Co、Bath & Body Works Inc、Cdw Corp、Bel Fuse Inc、Flutter Entmt Plc、Limbach Hldgs Inc、Cactus Inc、Savers Value Vlg Inc、Heico Corp

Sources· SEC EDGAR 13F as of 2026-05-15

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