Makaira Partners LLC activity
Every position Tom Bancroft opened, added to, trimmed or closed between 2025 Q3 and 2025 Q4.
Add
1
Reduce
6
Exit
1
8 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| BELFA | Exit | 0.24% to 0% | $466K | Q3→Q4 |
| LMB | Add | 2.6% to 6.2% | +95.7% sh | Q3→Q4 |
| BBWI | Reduce | 18.1% to 11.5% | −46.4% sh | Q3→Q4 |
| SVV | Reduce | 5.3% to 1.2% | −79.6% sh | Q3→Q4 |
| FLUT | Reduce | 10.6% to 7.0% | −49.1% sh | Q3→Q4 |
| LAMR | Reduce | 10.7% to 11.9% | −29.4% sh | Q3→Q4 |
| WHD | Reduce | 5.3% to 5.1% | −46.4% sh | Q3→Q4 |
| BELFB | Reduce | 7.2% to 7.3% | −45.0% sh | Q3→Q4 |