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Tom Bancroft
ValueMakaira Partners
Concentrated long-term investor in high-quality businesses.
Portfolio Value
$127.9M
Holdings
11
Top 10 Concentration
99.6%
Latest Period
Q4 2025
Portfolio Holdings
As reported on February 11, 2026 · vs Q3 2025
| # | Security | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N CUSIP: 16119P108 | $34.2M | 164,000 | 26.8% | 0.0% |
| 2 | DOMINOS PIZZA INC CUSIP: 25754A201 | $15.4M | 37,000 | 12.1% | 0.0% |
| 3 | LAMAR ADVERTISING CO NEW CUSIP: 512816109 | $15.2M | 120,000 | 11.9% | -29.4% |
| 4 | BATH & BODY WORKS INC CUSIP: 070830104 | $14.7M | 734,355 | 11.5% | -46.4% |
| 5 | CDW CORP CUSIP: 12514G108 | $13.6M | 100,000 | 10.6% | 0.0% |
| 6 | BEL FUSE INC CUSIP: 077347300 | $9.3M | 55,000 | 7.3% | -45.0% |
| 7 | FLUTTER ENTMT PLC CUSIP: G3643J108 | $8.9M | 41,422 | 7.0% | -49.1% |
| 8 | LIMBACH HLDGS INC CUSIP: 53263P105 | $8.0M | 102,239 | 6.2% | +95.7% |
| 9 | CACTUS INC CUSIP: 127203107 | $6.5M | 141,286 | 5.0% | -46.4% |
| 10 | SAVERS VALUE VLG INC CUSIP: 80517M109 | $1.5M | 159,110 | 1.2% | -79.6% |
| 11 | HEICO CORP NEW CUSIP: 422806208 | $548.0K | 2,171 | 0.4% | 0.0% |